Tax & Accounting Blog

Upcoming Enhancements to Workpapers CS

CS Professional Suite Accounting & Auditing Solutions August 6, 2013

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Scheduled for release on August 27, 2013, the next release of Workpapers CS includes a wide variety of major enhancements to smooth your workflow and improve integration with other products in the CS Professional Suite. Here are just a few of the highlights:

  • New integration with Source Document Processing that enables you to transmit workpapers for UltraTax/1040 clients directly from a Workpapers CS engagement to Source Document Processing. Source Document Processing will use optical character recognition (OCR) technology to organize and label your workpapers, then deliver them directly to the correct folder in Workpapers CS.
  • New integration with NetClient CS that enables you to drag and drop a client’s source documents directly into the engagement binder using the new File Exchange Documents Portlet.
  • The ability to assign tax codes to multiple accounts at the same time using the Assign Codes feature from the Enter Trial Balance or Chart of Accounts screen.
  • The ability to assign a default workpaper reference to folders within an engagement binder, streamlining the process of adding workpapers. You can also determine how each subsequent workpaper’s reference should be incremented by setting these features in the folder properties dialog.

Users of locally installed versions of Workpapers CS will need to install the new version from a web download or a new CD-ROM. Virtual Office CS and SaaS for CS Professional Suite users will receive the update automatically on the week of August 26.

This is only a partial list of the many enhancements included in the release. An upcoming User Bulletin will include full details on the new enhancements.