Smart Workpapers Review Tips

Review Tips





1 Refresh the Trial Balance during the job and before review

 

2 All reconcile to items should have a green status

3 All work paper items should be resolved 


4 And here on the index page



5 Mark account line items as reviewed or Partner Approved

 

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6 Complete your checklists in the general area (Company checklist and the like)


 

 

7 You can add a review point by 

Add Workpaper item/ review point in type/select in the right column

Or open the wp and go to the cell itself

 

8 Print your review points 

 

 

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9 Once the job is complete, the status at the top which is now red should be green

 

10 Update the status to complete in Excel as above. 

 

11 Consider a backup based on your Document Management System

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