Complete the information required on the home page as some of this will flow through to individual sheets. Important information to complete is:

Entity Details

  • Name of client
  • Client code
  • Period start and end dates (the end date is used in many calculations throughout the workpapers)



Firm Details

  • Name of Partner, Preparer and reviewer are selected from a drop down box list of users from the smart workpapers website.
  • Click on the blue drop down box and start typing the name of the user, then click OK.



Now you are ready to start adding worksheets to the file.