This course will prepare users of Caseware International’s Working Papers Software to operate within a professional accountancy workflow. This means becoming familiar with the navigation and features of the software in general, as well as best practices from a professional and technical standpoint.
**Please note participants are required to be actively engaged in the class and complete coursework to qualify for CPE credit.**
| Course Level |
Beginner |
| Length |
Four half days (16 CPE) |
| Field of Study |
Auditing |
| Delivery Method |
Group Internet Based |
| Prerequisites |
Working knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications. No advanced preparation required. |
- Earn up to 16 hours of NASBA CPE (4 hours per day)
- Course materials provide comprehensive, step-by-step instruction for reference including Working Papers screenshots, tips and exercises to keep your skills sharp
- Information about resources and additional products designed to save time and effort
After completing this training, participants will be able to:
- Navigate Working Papers interface
- Create new files from client data and templates
- Import client data
- Create groupings and firm standard account properties and apply them to the accounts
- Manage the Document Manager adding, deleting and moving documents as required
- Add client adjusting entries, including normal, reclassifying, unrecorded –proposed, and tax entries
- Prepare client write-up
- Create automatic reports driven from the client data assign to firm standard groups
- Prepare an export file that contains tax return information for importing into a variety of tax software packages
- Add comments to the file via annotations, commentary and issues
- Track file usage through file history options
- Create and manage PDF documents and integrate them with a document management system
- Repair a file
- Collaborate with team members in a file using SmartSync
- Manage a consolidation
- Process a year-end close, lockdown and archive information that is not required out of the completed file
Audimation Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of the continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
nasbaregistry.org
For concerns regarding course offerings, certifications or complaints, please contact:
Sarah Davies, Training Services Administrator
[email protected]
832-327-1890
