Skip to main content
Skip table of contents

Creating and opening workpaper periods

Workpaper periods are created and opened from the client’s Client Accounting > Trial Balance tab (called the Workpapers tab if you are licensed for Workpapers). Find and select the client for which a new workpaper period is to be added or to open an existing workpaper period.

Before preparing workpapers for a client, add the period for which the workpapers are being prepared. The first time a workpaper period is created for a client, the date range which the period covers must be specified.

For subsequent years, the rollover option can be used to roll an existing period over into a new workpaper period. The start date of the new period will be determined by the end date of the previous period.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.