Creating and opening workpaper periods

Workpaper periods are created and opened from the client’s Client Accounting > Trial Balance tab (called the Workpapers tab if you are licensed for Workpapers). Find and select the client for which a new workpaper period is to be added or to open an existing workpaper period.

Before preparing workpapers for a client, add the period for which the workpapers are being prepared. The first time a workpaper period is created for a client, the date range which the period covers must be specified.

For subsequent years, the rollover option can be used to roll an existing period over into a new workpaper period. The start date of the new period will be determined by the end date of the previous period.

Related topics

Adding a new period

Opening an existing period

Rolling over into a new period from a completed period

Deleting a period

Preparing workpapers

Workpapers homepage