There are a number of Smart 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 use this summary, you must first complete the relevant worksheets.  


In most instances, to update the name on the individual worksheet, you 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.


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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.

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Once clicked, the data will appear.

Also use this button to refresh the data for any changes made.