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Use the Add Engagement Binder dialog to create a new engagement binder or to create one that is based on an existing engagement binder. Use one of the following methods to open the Add Engagement Binder dialog in the application.
In the main screen for the application, choose Setup > Engagement Binders and click the Add button. (Other ways to open the Engagement Binder dialog from the Workpapers Dashboard.)
See also: Navigating the Workpapers Dashboard
Fields & buttons
Notes
- When you choose UltraTax CS or GoSystem Tax as the source when setting up a new engagement, an identical tax folder structure is automatically created in the Engagement Binders Tree portlet for the following entity types: 1040, 1041, 1065, 1065PR (UltraTax CS only), 1120, 1120PR (UltraTax CS only), 1120S, 1120SPR (UltraTax CS only), 5500, 990, and 990PF (UltraTax CS only). You can change the tax entity type on the Accounting Information tab of the Clients screen.
- You can add an existing engagement binder directly in the Workpapers Dashboard. To do this, right-click the engagement binder briefcase icon in the Engagement Binders Tree portlet and choose Properties.
- The application displays the name of the engagement binder next to the document icon in the Engagement Binders Tree portlet.
- If you select Existing as the source, notes and signoffs are not added to the binder. Only the folders, folder structure, and workpapers are copied into the new binder.
- After selecting the appropriate options in this dialog, be sure to select the remaining options that are required in the Engagement Binders screen.
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