Using Workpaper Tags

You can use workpaper tags to associate a workpaper to a leadsheet or tax area. You can add or remove tags after a workpaper is uploaded by opening the workpaper properties from the Actions menu on the Engagement View page.

Note: At this time, you cannot add tags to workpapers in multi-tier consolidated engagements.

Within leadsheets and on the Tax Summary Report, you can click the Workpapers link at the top of the page to view the list of workpapers tagged for that area. You can then see the workpapers related to the information that you are viewing.

Notes: You cannot change the tags assigned to a workpaper if the file is currently in use. When a file is in use, the icon displays in the Status column on the Engagement View. The active user column displays the user name of the person working in the file. The Status column updates automatically as users access and close a file. Active user information is not available for consolidated engagements at this time.

ClosedAdd tags to a workpaper.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper on the Engagement View page.

    Tip: You might need to expand the node or folder that holds the item you need.

  3. Click in the Actions column for the workpaper, and then select Properties.

  4. Click on the right side of the Tags list, and then select the tag you want to add. If you are unable to select tags, verify that the workpaper isn't currently in use or locked.

    Note: You can add multiple tags if needed.

  5. Click Save.

ClosedRemove tags from a workpaper.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper on the Engagement View page.

    Tip: You might need to expand the node or folder that holds the item you need.

  3. Click in the Actions column for the workpaper, and then select Properties.
  4. Click the x next to the tag you want to remove. If you are unable to remove the tags, verify that the workpaper isn't currently in use or locked.
  5. Click Save.