Triva isn't available right now.
Check out the support page for our phone number and hours
Legal
Recommended Products
-
CoCounsel
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
-
Practical Law
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
Questions? We are here to help
Tax & Accounting
-
Top products for corporations
-
Top products for accounting firms
Recommended Products
-
CoCounsel Tax, Audit, Accounting
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
-
1040SCAN
Automate work paper preparation and eliminate data entry
Questions? We are here to help
Trade & Supply
Recommended Products
-
Foreign Trade Zone Management
Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.
-
Indirect Tax
Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
Questions? We are here to help
Risk & Fraud
Recommended Products
-
CLEAR
Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.
-
Fraud Detect
Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.
-
ID Risk Analytics
Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.
Questions? We are here to help
News & Media
Recommended Products
-
Reuters Connect
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
-
Reuters Plus - Content Studio
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
-
Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
Questions? We are here to help
Books
Recommended Products
-
What's new in legal products
Shop our latest titles
-
Shop tax customer favorites
ProView Quickfinder favorite libraries
Questions? We are here to help
Developers
-
APIs by industry
-
Related sites
-
United States Support
-
International support
-
New releases
-
Join a TR community
-
Free trials & demos
Process client data
When processing client data in Engagement Manager, generating one or more of the Engagement Manager reports may be helpful. For engagements other than fund engagements, Engagement Manager includes many default reports, including the following:
- Account Grouping (while Custom Excel is preferable)
- Chart of Accounts
- Journal Entry
- Trial Balance
- Notes
- Tax Code
For engagements with a Divisional account structure, there is an extra report: Trial Balance - Divisional.
For engagements with a Fund account structure there are 2 reports available:
- Fund Balance
- Account Grouping - Fund Set
Engagement Manager provides some customization of reports to enable you to view various aspects of an engagement. After you create a report, you can view and save it as a workpaper in a report, Excel, or PDF format. If the data on a report requires additional formatting, we recommend saving the data as an Excel workpaper.
- Sign off on workpapers - To indicate when a workpaper has been completed, the responsible staff member can sign off on the workpapers directly on the Workpapers tab, or switch to the List view on the Workpapers tab.
- Add notes - As you process engagements, you may find the need to communicate with your colleagues and/or to make notes to yourself. You can do this using the Notes feature in Engagement Manager.You can access a list of all notes for the current engagement on the Notes List tab in the workspace. You can create notes for the engagement itself, for a folder, or for individual workpapers. Be aware that when you delete a note, Engagement Manager permanently removes the note from the database, and you can't restore it.
- Finalize engagements (optional) - Finalizing engagements should be based on current auditing standards, as well as on your firm’s auditing and accounting procedures.
- Roll an engagement forward - After firms convert or complete engagements, they generally roll the engagement forward to the next accounting period.