Workpapers CS
The following flowchart displays the process for scanning and storing client documents, whether your client sends you hardcopy files or electronic files, and whether your store client documentation in hardcopy or electronically.
Click a shape that contains a link 
icon to view relevant procedures in a new tab.
Was this article helpful?
Thank you for the feedback!
|
Account balance workflow and adjustments via the Trial Balance screen |
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|