Rachel Blacklock
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Recent activity by Rachel Blacklock-
A1 External Firm Portal - No Response Required
No Response RequiredTo ensure messages are displayed within the SMSF Dashboard, you must first create a file using the SMSF File Templates (AU) and link it to the appropriate external firm. Once th...
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Send to Working Paper Index
MyWorkpapers gives you the ability to send multiple supporting documents that have been uploaded by the External Firm in the External Firm Queries to the Working Paper Index.When the External Firm ...
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Download supporting documents
Note: This feature is specific to the External Queries work paper found in the Audit and SMSF Audit templates onlyMyWorkpapers gives you the ability to download multiple supporting documents that h...
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Import documents requested by your audito
You can import documents from your year end file direct to the External firm portal. Login to the External Firm Portal and from the query page click on the MyWorkpapers logo. (For information on th...
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Creating an Analytical Review - Preliminary workpaper
To create a Preliminary Analytical Review, simply:Ensure you are in the Working Paper Index;Click on the Working Paper Index menu and select New Workpaper;Fill in the required fields displayed, ens...
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Creating an Analytical Review - Completion workpaper
To create a Preliminary Analytical Review, simply:Ensure you are in the Working Paper Index;Click on the Working Paper Index menu and select New Workpaper;Fill in the required fields displayed, ens...
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Creating an Analytical Review - Ratio workpaper
To create a Ratio Analytical Review, simply:Ensure you are in the Working Paper Index;Click on the Working Paper Index menu and select New Workpaper;Fill in the required fields displayed, ensuring ...
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Creating a new Lead Schedule Summary
Create a New Lead Schedule SummaryEnsure you are in the Working Paper Index;Click on the Working Paper Index menu and select New Workpaper;Fill in the required fields displayed, ensuring that the T...
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Creating a blank workpaper
To create a new blank workpaper, simply: Ensure you are in the Working Paper Index;Click on the Working Paper Index drop-down arrow and select New Workpaper;Fill in the required fields displayed, e...
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Adding new sections
Before you can add procedures, sub-procedures, and headings in the new workpaper, you must add the new type of section which you wish to be used. The type of section selected will determine the typ...