The MyWorkpapers Mercia Exempt packs will be seeing some changes as a result of our Winter update.

In order to ensure that this is a smooth transition for all users of MyWorkpapers, we have outlined a brief guide below to ensure users can roll-forward files, whilst ensuring that these updates are incorporated into the new file.

The steps below demonstrate an example of rolling forward a file created using the Exempt Limited Companies 2021.02 template, into the new Exempt Limited Companies 2024.04 template or later.

Step 1

Select Roll-forward file from the My File menu;

Step 2

Search for the client you wish to roll-forward.

The prior period, File Period and File Period Start date will all auto-populate based on the file selected.

You now have the option to roll the file forward into the the Exempt Limited Companies 2024.04 template;

Press Next to continue.

Step 3

In Step 2 of the Roll forward wizard, you will now need to select the workpapers from the prior year's engagement that you wish to copy into the new file. 

In order to get access to the updated content and functionality of the Enhanced Risk Management templates, you should only select the supporting documents and Review Points from the prior year's file.  

Financial information will have automatically rolled-forward during step 1 of the roll forward process. All mandatory workpapers will automatically be added in the next stage with the most recent versions.

Please note: If you see “Roll Forward Customiser” ticked, please untick this, as the old Customiser will be rolled forward which is not compatible with the updated  content.

Once you have selected the information you wish to copy into the new file, please select Next.

Step 4

In the 3^rd and final stage, you will be pre-populating the remaining folders and workpapers with the updated content from the Exempt Limited Companies 2024.04. 

We recommend using the “Select all folders and associated workpapers” option at this point. Please also ensure that the "Roll-forward Customiser" box at the bottom of the page is ticked.

Click "Import Workpapers" to complete the roll forward process;

You have now successfully created your new rolled forward file.