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Workpapers CS includes a number of interactive workflow topics that offer a graphical view of the setup and processing steps involved in various areas of the application. In the workflow, you can click on a task shape to drill down to detailed step-by-step procedures.
All workflows are preceded by the following graphic to indicate interactivity.
Client setup
Chart of Accounts setup workflow
Audit-based engagements
Audit-based engagement workflow, overview
- Workpapers workflow for audit-based engagements
- Roll forward workflow for SMART Practice Aids linked engagements in Workpapers CS
- Workflow for audit collaboration in the field
- Account balance workflow and adjustments via the Trial Balance screen
Disconnect and return workpapers
Scanning, printing, and storing client documents workflow
Tax-based engagements
1040 tax workflow and UltraTax CS integration, overview
Scanning, printing, and storing client documents workflow
Report Designer
Import from QuickBooks
Importing account balances and the chart of accounts from QuickBooks workflow
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