The Workpapers homepage allows you to view all the workpapers that are ‘In Progress’ for your clients. To do this, click the Workpapers icon on the toolbar. For details see Workpapers homepage.
Alternatively for each client, Workpapers is accessed from the Client page > Client Accounting > Trial Balance (Workpapers) tab. You can create or access existing workpaper periods for the selected client.
Enter search criteria in the Search for field. The search criteria can be based on Name and Code, Tax File Number or ABN. Click the appropriate search criteria option and type in the details. Alternatively, if you can navigate easily to the client, double-click on the client entry. Proceed to Step 5.
Click Search or press [Enter]. The search results are displayed.
Double-click the client entry. The Client page opens.
Click the Client Accounting tab.
Click the Trial Balance tab (called the Workpapers tab if you are licensed for Workpapers).
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Accountants and Partners
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Copyright 2018 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer. For specific taxation or accounting advice, please consult the relevant tax authority or regulator.