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

6. Accept the user agreement and click Create New File