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Use this step by step guide to walk you through the process of installing and configuring Workpapers CS for your firm. These steps are the minimum steps required to getting started. As you explore your application and the Help & How-To Center, you'll find additional setup steps that you can complete to use optional features.
We recommend identifying a product champion in your firm to be your "go-to" person for Workpapers CS.
Step 1: Install Workpapers CS
Before beginning, your firm licensee or delegate must have completed the administrative setup steps in the Getting started with your new CS Professional Suite application article.
- For detailed system configuration and installation instructions, see the installation toolkit for Workpapers CS - or provide the toolkit link to your certified IT professional.
- To complete the installation, you'll need to log in to Workpapers CS for the first time .
Step 2: Configure your firm information
- Enter your basic firm information, including identification numbers, address and contact information, and additional contacts for your firm.
- Select your firm-level preferences, including your security preferences, data entry confirmation settings, and event tracking.
Note: Firm Security is automatically enabled for Workpapers CS only installations.
- Learn more about event tracking.
While you are working in Workpapers CS, press F1 on your keyboard to open a help topic relevant to your current screen.
Step 3: Add your staff and assign permissions
- Set up security groups. We recommend that you create groups with permissions based on the roles or functions of each staff member.
- Create staff accounts. The ID you choose will be the staff ID that your staff will use to access Workpapers CS. We recommend that you use something familiar, so you can easily identify staff throughout the application.
- Assign staff to security groups to grant or deny access to various screens and features in Workpapers CS.
Step 4: Start adding clients
The following steps walk through basic client setup. You may need to set up client information in additional areas of the application.
You can use templates for faster client setup. Templates are optional, and are commonly used for clients with a lot of similarity, such as entity or industry type. This also helps your firm set standards and maintain consistency between client records.
- Choose one of the following methods to add clients to Workpapers CS:
- Manual entry
- Client templates (requires that the templates are set up first)
- Import basic client information from UltraTax CS (requires that your clients already exist in UltraTax CS)
- Transfer setup information from an existing client record, using the Transfer Client information feature.
Use processing notes to create a note or reminder when working on a specific client.
- Enter basic client information, including identification numbers, address and contact information, and staff processor and reviewer assignments.
- Set up the chart of accounts. In Workpapers CS, you can set up a client's chart of accounts to be as simple or as complex as necessary. Each account number can be between 3 and 60 characters in length, and use up to 20 segments.
If you use the same or similar chart of accounts for all of your clients, such as restaurant franchises or doctors with separate accounts under the same EIN - create the chart of accounts at the firm level before adding your clients.
- Add an engagement binder to add documents to on the Workpapers Dashboard.
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