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MyWorkpapers – Core modules

The below are all core modules that must be completed.
See additional training via the link below.

Additional training & webinars

1


Introduction to MyWorkpapers

Audience: All users – compulsory
This session is for all users of MyWorkpapers. An introduction to your platform, how to login, contact support and navigate the dashboard.

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2


Preparing & Reviewing Your File

Audience: Preparers & Reviewers
This session is for preparers who will be creating files, building up the working paper index with supporting documents, completing work programmes and lead schedules. We also cover the integrations for Trial Balance importing and journals and how to use review points and the client portal for communication.

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3


Periodic Files (monthlies & quarterlies)

Audience: Preparers, Managers & Partners
This session is for preparers, who will be creating files and for managers and partners who will be reviewing files. Learn how to efficiently use the monthly & quarterly files in MyWorkpapers.

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4


Personal Tax

Audience: Preparers, Managers & Partners
This session is for preparers who will be creating files and for managers and partners who will be reviewing files. Learn how to efficiently use the Personal Tax template in MyWorkpapers.

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