Learning & Support
How can we help?
Smart Suite
Smart Suite Workpapers
Smart Workpapers Training
Getting Started
- Smart Workpapers System Requirements
- Setting up your Smart Workpapers Account
- Smart Workpaper Add-In Installation
- Smart Workpapers Website
- Whitelist URLs - Smart Workpapers
Getting Started - Administrators
Connected Workpapers
- Connected Workpapers - Excel Add-In
- Connecting Client Files to Connected Workpapers
- Connected Workpapers - Home Sheet
- Connected Workpapers - Index Sheet
- Connected Workpapers - Adding Worksheets
Standalone Workpapers
View all (9)Starter File Guides
- Capital Gains Tax - Australian Entities
- Capital Gains Tax - Foreign Individuals
- Company Debit Loan (Division 7A)
- Fringe Benefits Tax
- Loan Repayment Calculator
Customising Smart Workpapers
- Creating a Customised Worksheet
- Customisations Using Named Ranges
- Template Formulae and Coded Actions
- Customising Opening Balances
- Uploading a Customised Worksheet
FAQs
- Smart Workpapers Best Practice
- I Can't Login to Smart Workpapers
- General Smart Workpapers Troubleshooting Steps
- What to do After an Update to the Add-in is Released
- How To Troubleshoot: #N/A or #NAME? Fields That Still Retain Their Formulas