Change workpaper properties
You can change workpaper properties, including document name, workpaper reference, and rollforward options in SMART Single Audit Field Work. You can also sign-off as completed and reviewed, and finalize workpapers. You can roll forward your entire PPC engagement from one period to another, with options on different document types for replace or rollforward of responses.
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If you use engagement management software and prefer to manage all workpapers, sign-off and finalize documents in your engagement management software, you can do that and exclude these options in SMART Field Work when you create a new engagement in SMART. If you use engagement management software, you can still change workpaper properties such as document name, workpaper reference, and rollforward options. However, you may prefer to continue to sign-off and finalize workpapers in your engagement management software rather than in SMART.
To change workpaper properties in SMART Single Audit Field Work:
- SelectWorkpaper Propertiesfrom theEditmenu.
- Select theWorkpaper Sign-offtab to sign-off a workpaper as being complete and then mark theFinalize Workpapercheckbox.You will have to clear this checkbox if you want to make any additional changes to a finalized workpaper.