Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Index Tree

Managing predefined workpapers

Follow these steps to add, edit, or delete predefined workpapers:
  1. Select the 
    Manage Predefined Workpaper
     Manage Predefined Workpaper icon icon.
    Select the Manage Predefined Workpaper icon
  2. Manage Predefined Workpaper Names
     window will appear. To add a predefined workpaper, select
    Add Predefined Workpaper Names
    .
    Select Add Predefined Workpaper Names
  3. A blank field will be added. Required fields are indicated with a red line.
    Required field with a red line
  4. Enter
    Workpaper Name
     and
    Description
    .
    Enter the Workpaper Name and Description
  5. On index
    Sections,
     select the dropdown to display the current
    INDEX TREE
     structure.Drag and pull the
    Stretch
     icon on the lower right corner of the window to resize the window. Select the
    Expand
     Expand icon icon to further expand and view the folders from the
    INDEX TREE
    .
    Expanded General Information folder
    note
    The
    Sections
     dropdown only shows the current
    INDEX TREE
     structure.
  6. Select the checkbox on the folders you want the workpaper to be available in. The selected workpaper names will be displayed in the
    Sections
     field.
    Bulk select multiple checkboxes
  7. The added workpaper status will be
    Enabled
     by default.
    Select the
    Save
     icon Save icon to save the entered details.
    Select the
    Close
     Close icon icon to close without saving any changes.
    Select Save or Close
  8. Saved workpaper details will be added as a new row.
    Saved workpaper
  9. To edit predefined workpapers, select the
    Edit
     icon Edit icon to enable the field and make the necessary changes.
    note
    You don’t have to edit the field to Enable/Disable workpaper. You can select on the Status link and change the status. This change will be auto-saved by the system. The current status will be displayed in bold.
    Select the Edit icon
  10. Select the
    Delete
     icon Delete icon to permanently delete a field from the
    Manage Predefined Workpapers Names
     window. A confirmation window will be displayed for the same.
    Select the Delete icon
  11. When the dialog box appears, select
    Yes
     to permanently delete the predefined workpaper. Select
    No
     to close the window without saving any changes.
    Confirm the deletion
  12. The changes made to 
    Manage Predefined Workpaper Name
     window will be reflected in the 
    Add Workpaper
     window when any document is moved to those sections in the
    INDEX TREE
    .
    Updated workpaper records
    For example, in the screenshot below, when you try to index a workpaper into the sections, 'Client list' workpaper will be available as an option in the
    Available Predefined Workpapers
     panel in the
    Add Workpaper
     window. 'Client list' was a predefined workpaper name that we added.
    Client List workpaper
    note
    This predefined Checklist workpaper will only be available for CPA Instructions and Client Organizer sections. This predefined workpaper won’t be available for any other sections in 
    INDEX TREE
    .
  13. To filter the information in the
    Workpaper Name
     and
    Description
     columns, select the
    Filter
     Filter icon icon.
    Select the Filter icon
  14. Select the
    Close
     icon Close icon to close the
    Manage Predefined Workpapers Names
     window.
    Select the Close icon

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close