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Creating a Monthly File

To create a monthly file, you must first have created a year end file. If you do not know how to create a year-end file, please follow the link below on creating a new file.

Creating a new file

 

Once the year-end file has been created to create a monthly file complete the steps below:  

 

1. Click on My Files.

 

 

2. Search for your year-end file in the search filter and click on it to show the details of the file.

 

 

3. Within the file details on the right you will see a tab called Period Workpapers File which can be opened by clicking the expand arrow on the right.

 

 

4. To create a new monthly file - click the New Monthly File

 

 

5. Select the appropriate File Workpaper Pack, confirm the Year End File is the correct one, and finally select the Month which is required.

Note: The year end file will default to the client selected in step 2

 

 

  1. Accept the user agreement and click Create New File

 

 

 

 

 

 

 

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