Using the Summary on the Index Page

There are a number of Workpapers that have a summary of information included on the index page (e.g. the Loan Calculator, Company Debit Loan and Fringe Benefits Tax).

To enable the summary to function first import and complete the relevant individual worksheets.  

In most instances, to update the name on the individual worksheet, you can do so on the index page by entering the name of the relevant item (e.g. the name of the loan in the Loan Calculator, the name of the employee in the FBT Workpapers). This then flows through to the individual worksheet.

As show below the names of the workpaper have been changed in the title column.

Once the data has been entered in the relevant worksheets, the summary will be available. To update the summary, click the "Refresh" button, either on the top of selected worksheets or on the Index Page.

Index Page Refresh Button:

Individual Worksheet Page Refresh Button:


Once clicked, the data will appear. This button to refresh the data for any changes made.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.