Objectives

• Establish the foundation of knowledge required for all subsequent Workpaper Manager courses. This session covers critical functions to provide an introduction to CorpSystem Workpaper Manager. Users who will be performing tax and financial reporting functions in the application should take this full day course.This course is completely hands on.

• Grouping for proper tax export
• Understanding the tax export window
• Customizing the trial balance journal entry columns
• Import and convert data into a trial balance
• Group accounts, book journal entries, and create analytical reports
• Automate workpapers by linking names, dates, and amounts from the trial balance
• Collaborate and share documents with users while in the office
• Perform consolidations

Attendees

• Users who perform tax and/or accounting/finance services

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Taxes-8 credits
• $50 per additional CPE certificate requested exceeding 15 limit (1-on-1)

Prerequisites

• Read Policies
• Basic knowledge of Microsoft Word, Excel and Windows

Objectives

• After completing the Training I course, master all of Workpaper Manager's functionality, learning how to properly apply it to your daily processes to increase your efficiency. Both Training II (Accounting & Audit) and Training II (Tax) are hands-on courses.

Topics discussed during Training II (Accounting & Audit)

• Performing consolidations, eliminating journal entries and creating reports
• Using Write-Up trial balance
• Customizing the trial balance database
• Using drill down and import/export functions
• Customizing engagements/projects
• Publishing workpapers and financial statements
• Wrapping up an engagement/project using the Finalization Wizard
• Rolling forward for automatic Pro Forma and binder preparation

Topics discussed during Training II (Tax)

• Using Write-Up trial balance
• Performing consolidations, eliminating journal entries, and creating reports
• Dynalink to Tax 
• Tax journal entries including enhanced M-3 functionality
• Diagnostic and integration functions
• Tax grouping update process
• Synchronization tips

Attendees

• Users who perform tax and/or accounting/finance services

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Accounting or Taxes-8 credits
• $50 per additional CPE certificate requested exceeding 15 limit (1-on-1)

Prerequisites

• Read Policies
• Training I (Tax) course

Objectives

• Set up and prepare binders and workpapers for some of your company's own projects, while a CCH consultant suggests and recommends processes that will incorporate your company's standards.  Course includes hands on computer training.

Topics

• Converting actual data into your company's binder templates
• Creating/customizing grouping lists to automate reports
• Customizing and automating workpapers and supporting documents
• Automating report balances using trial balance linking
• Preparing data for tax software interface (if applicable)

Attendees

• Users who perform tax and/or accounting/finance services

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-8 credits
• $50 per additional CPE certificate requested exceeding 15 limit (1-on-1)

Prerequisites

• Read Policies
• Training I (Tax) course

Objectives

• Provide a basic understanding of report preparation and document/file management in Workpaper Manager.  Course includes hands-on computer training.

• Navigating Workpaper Manager (including diagnostics)
• Sending and receiving documents through synchronization
• Adding, editing, and saving documents and files

Attendees

• Word processing and administrative users responsible for financial statement preparation and document management

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-4 credits
• $50 per additional CPE certificate requested exceeding 15 limit (1-on-1)

Prerequisites

• Read Policies
• Basic knowledge of Microsoft Word, Excel and Windows

Objectives

• Provide a thorough understanding of the functions and tools available for the review function using Workpaper Manager.  Course includes hands-on computer training.

• Navigating Workpaper Manager (including diagnostics)
• Sending and receiving documents through synchronization
• Using workpaper notes and sign-off tools
• Using tickmarks and workpaper references
• Completing binders using the finalization wizard

Attendees

• Management personnel who only review files/documents

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-4 credits
• $50 per additional CPE certificate requested exceeding 15 limit (1-on-1)

Prerequisites

• Read Policies
• Basic knowledge of Microsoft Word, Excel and Windows

Objectives

• Used with the Compilation & Review and Local Government and Single Audit titles, learn how to modify a complex GASB 34 template to fit the needs of your particular engagement. Course includes hands on computer training.

Topics

• Importing governmental trial balance data
• Understanding the inter-relation of workpapers in the template
• Completing the end product
• Modifying the GASB 34 templates to fit client financials
• Insuring the integrity of related financial statement linking
• Using related reconciliation schedules

Attendees

• GASB 34 template users

Register Now
(Class formats listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-8 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies
• Training I course (either A&A or Tax)