Smart Workpaper Features

User guide on how to use features of the Smart Workpapers.

Setting up your Smart Workpapers Account
When your firm sets up Smart Workpapers, the administrator will set up a user account for you.  From there, you will receive an email inviting you to start ...
Fri, 30 Jun, 2017 at 3:28 PM
Home Page
Complete the information required on the home page as some of this will flow through to individual sheets. Important information to complete is: Enti...
Mon, 28 Nov, 2016 at 4:40 PM
Adding and Deleting Worksheets
Workpapers can be added and deleted via the index page. Adding a Workpaper Click on the"Insert" button to add workpaper. You will ...
Tue, 30 May, 2017 at 10:07 AM
Arranging Worksheets and the Index Page
Index Page Worksheets can be inserted into any row on the index page. If you would like one sheet to appear on the index page above another one, simply ...
Mon, 30 Apr, 2018 at 3:28 PM
Generating an index and referencing
Generating Index Please note that this feature only works from the 2017 Personal ITR starter file going forward. A short video on this feature can b...
Mon, 3 Jul, 2017 at 3:15 PM
Using the Summary on the Index Page
There are a number of Smart Workpapers that have a summary of information included on the index page (e.g. the Loan Calculator, Company Debit Loan and ...
Tue, 29 Nov, 2016 at 11:39 AM
Workpapers Tab
The Workpapers tab can be activated in the excel options (File - Options - Customize Ribbon). Status - This button shows the status of the entire wor...
Wed, 4 Jul, 2018 at 12:46 PM
Workpaper Items
Adding an item - you can add an item a few different ways: Workpapers tab -"Manage All" and selecting "Add" (click here for mor...
Fri, 16 Mar, 2018 at 2:32 PM
Import Opening Balances
A short video on importing opening balances can be found below. Smart Workpapers - Import Opening Balance (Rollover) - businessfitness Where yo...
Mon, 2 Jul, 2018 at 9:41 AM
Other Features on the Index Page
Chat  This feature can be accessed by clicking the symbol in the chat column.  Once clicked, a box will appear on the side of the window.  This now r...
Tue, 29 Nov, 2016 at 11:40 AM