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Installation and setup guide

You can use this step-by-step guide to install and customize
Workpapers CS
 for your firm's needs.
These steps are the minimum steps required to getting started. As you explore your application and the Help and Support page, you'll find additional setup steps that you can complete to use optional features.
tip
We recommend identifying a
product champion
 in your firm to be your “go-to” person for
Workpapers CS
.
Do the following in order to install and set up
Workpapers CS
:

Install
Workpapers CS

Before beginning, your firm licensee or delegate needs to complete the administrative setup steps in Getting started with your new CS Professional Suite application.
  1. Install the application. You can find detailed instructions for the installation here.
  2. Sign into
    Workpapers CS
     for the 1st time with your Thomson Reuters Account then enter the following information:
    • Open Firm:
       FIRM
    • Staff ID:
       ADMIN
    • Password:
       (leave blank)

Set your firm information

  1. Enter your basic firm information, including identification numbers, address and contact information, and additional contacts for your firm.
  2. Select your firm-level preferences, including your security preferences, data entry confirmation settings, and event tracking.
    note
    Firm Security is automatically enabled for Workpapers CS only installations.
  3. Learn more about event tracking.
tip
While you're working in most areas of
Workpapers CS
, you can press F1 on your keyboard to open a help topic that's relevant to your current screen.

Add staff and assign permissions

  1. Set up security groups. We recommend that you create groups with permissions based on the roles or functions of each staff member.
  2. Create staff accounts. The ID you choose will be the staff ID that your staff will use to access
    Workpapers CS
    . We recommend that you use something familiar, so it's easy to identify staff throughout the application.
  3. Assign staff to security groups to grant or deny access to various screens and features in
    Workpapers CS
    .

Add clients

The following steps walk through basic client setup. You may need to set up client information in additional areas of the application.
note
You can use templates for faster client setup. Templates are optional, and are commonly used for clients with a lot of similarities, such as entity or industry type. This also helps your firm set standards and maintain consistency between client records.
  1. Select 1 of the following methods to add clients to
    Workpapers CS
    :
    • Manual entry.
    • Client templates (requires that the templates are set up first).
    • Import basic client information from UltraTax CS (requires that your clients already exist in UltraTax CS).
    • Transfer setup information from an existing client record, using
      Transfer Client information
      .
    tip
    You can use processing notes to create a note or reminder when you're working on a specific client.
  2. Enter basic client information, including identification numbers, address and contact information, and staff processor and reviewer assignments.
  3. Set up the chart of accounts. You can set up a client's chart of accounts to be as simple or as complex as necessary. Each account number can be between 3 and 60 characters in length, and use up to 20 segments.
    tip
    If you use the same or similar chart of accounts for all of your clients, such as restaurant franchises or doctors with separate accounts under the same EIN, create the chart of accounts at the firm level before adding your clients.
  4. Add an engagement binder to add documents to on the
    Workpapers Dashboard
    .

Additional set up for
Workpapers CS

Add an engagement binder to add documents on the
Workpapers Dashboard
.

This article applies to:

  • PRODUCT: Accounting CS,Workpapers CS
  • Subject: Install,Setup,SQL