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Active Workpapers User Training
Getting Started
How to use the Active Platform
Install Add-in
How to install the Active Workpapers add-in
Binder Setup
How to create a workpaper binder for your client
How to connect a binder to an Excel data source
Binder Index
How to use different workpaper sections and add records to a workpaper binder
How to reconcile accounts using Business Fitness worksheets and custom worksheets
How to edit record details and use other index functions
Internal Notes & Client Queries
How to create and action notes and queries
Accounting
How to make journals and adjustments
How to manage accounts within a binder
Review
How to use the QA Centre and Review Mode
Finalise & Rollover
How to lock down and export an Active Workpaper binder to a Zip file
How to rollover an Active Workpaper binder to a new year
Next Steps
Next steps and how to get help
Advanced Training - Australia
How to use the new templates within Active Workpapers
How to use Income Tax Automation within Active Workpapers
How to use the new Tax Planning Templates within Active Workpapers - 2024
How to manage accounts within a binder
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