Creating a new file

To create a new file, you must:

  1. Click on the My Files drop down menu and select New File;


  2. Fill in the required details on the New Engagement File screen as depicted below.


  • File Workpaper Pack refers to the type of engagement, such as Audit or Year-End.
  • Please ensure you have selected the correct Period and Prior Year details for your file.

3. Click Create New File once these details are entered to create the file.


NOTE: If you have not created the client previously, you will be prompted to do so prior to the setup of the file

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