Smart Workpapers Help & Support

Smart Workpaper Features 13

• Setting up your Smart Workpapers Account
• Home Page
• Adding and Deleting Worksheets
• Arranging Worksheets and the Index Page
• Generating an index and referencing

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Smart Workpapers Best Practice 1

• Smart Workpapers Best Practice

Workpapers and Worksheets User Guide 7

• How to use the FBT Smart Workpapers
• Income Tax Reconciliation
• Loan Repayment Calculator
• Company Debit Loan Workpapers
• Capital Gains Tax Workpapers - Australian resident individual or other entities

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Smart Workpaper Customisations 6

• Customisations Using Named Ranges
• Formulas and Coded Actions
• Uploading a Customised Starter File
• Uploading a Customised Worksheet
• Customising Opening Balances

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Connected Workpapers 4

• Connected Workpapers - Cloud Based Software
• Connected Workpapers - Excel
• Connected Workpapers - Referencing and Reconciliation
• Reconcile Assist and Auto Populate Templates

Getting Started - Administrators 4

• Adding and Editing Users
• Adding an Existing Worksheet
• Editing Templates
• Manage Firm

Support Issues 13

• I Can't Login to Smart Workpapers - Troubleshooting
• Intermittent #N/A In Fields That Still Retain Their Formulas
• Excel Crashing Using Smart Workpapers
• Reference isn't valid and Broken Formulas - Troubleshooting
• How Do I Reinstall My Smart Workpapers Add-ins

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Installation Instructions 6

• Smart Workpapers System Requirements
• Smart Workpaper Add-In Installation
• Deploying the Add-in for all Users in Terminal Server
• Converting from old Terminal Server installation to the new Smart Workpaper Add-In (for deployment to all users)
• Multi User Installation (for MYOB AE or MYOB AO users only)

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Privacy and Legal 2

• Software Licence Agreement – Terms & Conditions
• Privacy Policy

Release History 1

• Smart Workpapers Release Notes