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Uploading supporting documents - into workpapers

Within a workpaper you have the ability to drag and drop supporting documents to upload, or upload a supporting document from your local drive.

Ensure you have finished all of the work on the supporting document prior to upload, as the document will need to be downloaded to your local drive again before being able to be edited.

Drag and Drop Feature

  1. Left click and hold the left click on the supporting document you wish to upload from your local computer;
  2. Drag the selected file to your MyWorkpapers browser screen, ensuring the screen displayed is the correct workpaper;
  3. You will be prompted to upload the document as a Supporting Document;

Drag and Drop Multiple Files at Once

To upload multiple files at once, the process is the same as above with the exception of step 1 where you will select all of the desired files at once. Note a maximum of 20 files can be uploaded at once. 

If you would like step-by-step instructions on this, please continue reading below.

  1. Select all of the workpapers you wish to upload, then left click and hold the left click on the workpapers;

  2. Drag the selected files to your MyWorkpapers browser screen, ensuring the screen displayed is the correct workpaper;

  3. You will be prompted to upload the documents as a Supporting Documents;

 

Upload File

  1. Within the workpaper select Upload, select Choose File, choose file from local drive and select Upload;

Send to WPI

You have the ability to send the supporting document to the Working Paper Index to create a reference for that supporting document. Any supporting documents that have not been referenced will not be available to roll-forward to subsequent years.

Note that the maximum upload limit is 8MB per file. 

See here for instructions on how to send supporting documents to the Working Paper Index.

 

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