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Active Workpapers
A fully cloud based, flexible solution that easily handles complex accounting jobs with best practice functionality.
88 articles
Trial checklist (Active Workpapers)To assist trial users in navigating the Active Platform through the trial.
Quick start video (Active Workpapers)This Quick Start Guide video provides a step-by-step introduction to using Active Workpapers
Best practice guide for admin users (Active Workpapers)To assist admin users in navigating the Active Platform to customise Active Workpapers.
Glossary of key terms (Active Workpapers)Allow users to reference and understand key terms used in help articles
Linking your Microsoft accountTo assist users in navigating the Active Platform to link their Microsoft account.
Best practice guide for users (Active Workpapers)To assist users in navigating the Active Platform on how to prepare a job in Active Workpapers
Getting started guide (Active Workpapers)To assist users in navigating the Active Platform and Active Workpapers to start a standard compliance job.
How to install the Active Workpapers add-inTo assist users with installing the Microsoft Excel add-in from Microsoft AppSource for use with Active Workpapers.
How to align client opening balances (Active Workpapers)To assist users in navigating the Active Platform to align client opening balances with the practice ledger file.
How to use the online and Excel binderTo assist users in navigating the Active Platform to determine whether they should use the online or Excel binder, as well as how to use the binders
How to add your own worksheet to a binderTo assist users in navigating the Active Platform to add your own worksheet to a binder
How to post and export Journals and compare and reinstate import runs in Active WorkpapersTo assist users in navigating the Active Platform to perform journals and compare and reinstate import runs in Active Workpapers.
How to use the QA CentreTo assist users in navigating the Active Platform to effectively use the QA centre to review audit issues, unreconciled items and outstanding records.
How to send a job for reviewTo assist users in navigating the Active Platform to send a job for review when it is at such stage.
How to best review a compliance jobTo assist reviewers in navigating the Active Platform with how to best review a compliance job.
How to complete and export a binderTo assist users in navigating the Active Platform to complete and export a binder.
How to use the external reporting featureTo assist users with navigating the Active Platform to use the external reporting feature to efficiently export a trial balance to an external reporting software such as Xero Practice Ledger
How to set up and use account swingingTo assists users in navigating the Active Platform with setting up and using the account swinging feature in Active Workpapers when the balance(s) are negative.
How to import a trial balance using ExcelTo assist users in navigating the Active Platform to import a trial balance using Excel when the user does not have direct access to the clients accounting software or if…
How to use review modeTo assist reviewers in navigating the Active Platform to set a job to review mode to ensure maximum efficiency when performing a review.
How to create a binderTo assist users in navigating the Active Platform to create and set up a binder from start to finish. This includes; creating a binder, choosing the best source, linking to…
How to create and action internal notes and client queriesTo assist users in navigating the Active Platform to create and action internal notes and client queries within Active Workpapers.
How to link various records to a binderTo assist users in navigating the Active Platform to add a variety of records to their workpapers to support account balances.
How to Reference a worksheet in another binderInstruct users on ways to reference a sheet from another Active Workpapers binder
List of automation features - Active WorkpapersDiscover the automation features of Active Workpapers designed to streamline your workflows, save time, and enhance accuracy.
List of automation features - Active WorkpapersDiscover the automation features of Active Workpapers designed to streamline your workflows, save time, and enhance accuracy.
[NZ] List of automation features - Active WorkpapersDiscover the automation features of Active Workpapers designed to streamline your workflows, save time, and enhance accuracy.
[AU] How to use ATO integration - BAS lodgementsTo assist users in navigating the Active Platform to effectively use the 'J50 BAS Lodgements' template to populate ATO lodged activity statement data and prefill into various record templates.
[AU] How to use ATO integration - integrated client and income tax accountArticle Objective: To assist users in navigating the Active Platform to effectively use the 'H50 Integrated Client Account' and 'C50...
[UK] How to use corporation tax automationTo assist users in navigating the Active Platform to effectively use the corporation tax automation feature.
[AU] How to use wages automationTo assist users in navigating the Active Platform to effectively use the wages automation feature to prefill wages and PAYG withholding data to the record template.
[AU] How to use income tax automationTo assist users in navigating the Active Platform to effectively use the income tax automation feature to avoid the need of posting manual journals.
[AU] How to use fixed assets automation with Active Ledger & ReportingTo assist users in navigating the Active Platform to effectively use the fixed assets automation with Active Ledger & Reporting.
How to use the Loan Automation?Learn how to effectively use the Loan Automation feature in Active Workpapers.
List of record templatesTo assist users in locating and understanding available record templates within Active Workpapers.
[AU] List of binder templatesTo assist users in navigating Active Workpapers to understand the standard section names, codes, and their corresponding binder templates.
[AU] How to use the Fringe Benefits Tax binderTo assist users in navigating the Active Platform to effectively use the Fringe Benefits Tax binder to prepare jobs during FBT time.
[AU] How to use the Company Debit Loan binder (Division 7a - Active)To assist users in navigating the Active Platform to effectively use the Company Debit Loan binder to prepare standard compliance jobs.
How to use lead schedulesTo assist users in navigating the Active Platform to effectively use lead schedules.
[AU] How to use the Loan Repayment Calculator binderTo assist users in navigating the Active Platform to effectively use the Loan Repayment Calculator binder to prepare standard compliance jobs.
[AU] How to use the Div 7a Calculator record templateTo assist users in navigating the Active Platform to effectively use the Div 7a Calculator record template when preparing a standard compliance job.
[AU] How to use the Hire Purchase and Chattel Mortgage Schedule record templatesTo assist users in navigating the Active Platform to effectively use the Hire Purchase and Chattel Mortgage Schedules when preparing a standard compliance job.
[AU] Release schedule 2024 (Active Workpapers)To assist users in navigating Active Workpapers to access information about the 2024 template release schedule and current release status
[AU] Which worksheets have rollover functionality?To assist users in determining what data will rollover to future years.
[UK] Which worksheets have rollover functionality?To assist users in determining what data will rollover to future years.
[AU] How to use the Tax Planning binderTo assist users in navigating the Active Platform to effectively use the Tax Planning binder to prepare jobs during tax planning time.
[AU] Template training sessions (Active Workpapers)Get the full benefit from new and updated workpaper templates - October 2023
[UK] Which worksheets have rollover functionality?
[AU] Which worksheets have rollover functionality?To assist users in determining what data will rollover to future years.
[Global] How to use the Inter-Entity Loan Matrix RecordTo assist users in effectively using the Inter-Entity Loan Matrix record to reconcile loans between related entities.
How to add a firm record templateTo assist admin users in navigating the Admin Centre within Active Workpapers to add a firm record template to the list of available templates.
How to customise firmwide binder tolerancesTo assist admin users in navigating the Admin Centre within Active Workpapers to customise the firmwide binder tolerances to determine whether a workpaper is reconciled.
How to customise matching rulesTo assist admin users in navigating the Admin Centre within Active Workpapers to customise the default matching rules for accounts.
How to edit binder behaviour optionsTo assist admin users in navigating the Admin Centre within Active Workpapers to edit the behaviour options for a binder.
[AU] How to set up the ATO connection & register Business Fitness as a digital service provider with the ATOTo assist admin users in navigating the Admin Centre within Active Workpapers to set up the ATO connection and register Business Fitness as a digital service provider with the ATO.
How to create a standard chart of accountsTo assist admin users in navigating the Admin Centre within Active Workpapers to add a standard chart of accounts for a firm.
How to customise record template checklists or create newTo assist admin users in navigating the Admin Centre within Active Workpapers to edit the default checklists within record templates provided by Business Fitness and create your own custom checklists.
How to enable the external reporting featureTo assist admin users with navigating the Active Platform to enable the external reporting feature.
How to add mapping, benchmark and export codesTo assist admin users with navigating the Active Platform to add mapping, benchmark and export codes.
How to customise job, record and client query statusesTo assist admin users in navigating the Admin Centre within Active Workpapers to customise the default statuses of jobs, records and notes.
How to create firm binder templatesTo assist admin users in navigating the Admin Centre within Active Workpapers to create custom binder templates.
How to customise record template recommendationsTo assist admin users in navigating the Admin Centre within Active Workpapers to customise the default record templates which prefill as recommendations when creating the binder.
Active Platform LimitsThis article outlines the limits and thresholds of the Active Platform, providing clear details on usage and feature constraints to ensure seamless and optimized use of the platform.
Understanding Primary User and Sheet Insertion in Active Workpapers Excel Add InLearn about the role of the Primary User in Active Workpapers and how their actions ensure accurate updates and synchronization of binder files.
How to restore to a previous SharePoint version of a binderLearn how to restore a binder to a previous version using SharePoint's version history feature in Active Workpapers.
Security Warning in Excel
[AU] How to troubleshoot when ATO data not populating as expectedTo assist users in navigating Active Workpapers to resolve common issues when ATO data fails to populate correctly.
How to troubleshoot Active add-in initialisation errorsTo assist users in navigating Active Workpapers to resolve initialization errors with the Excel add-in.
How to troubleshoot 'ArgumentException: Unable to find Client in Active Workpapers'To assist users in navigating Active Workpapers to resolve client synchronization errors when creating binders.
How to troubleshoot 'Unexpected Error - There has been an unexpected error, please contact Support'.To assist users in navigating Active Workpapers to resolve unexpected errors caused by worksheet protection issues.
How to troubleshoot Excel sync issues
Whitelist URLs (Active & Smart Workpapers)A list of approved URLs required for accessing features and services in both Active Workpapers & Smart Workpapers.
[AU] Troubleshooting ATO Data Population IssuesThis article offers troubleshooting solutions for resolving ATO data population issues in Active Workpapers
Understanding Primary User and Sheet Insertion in Active Workpapers Excel Add In
How to troubleshoot add-in initialisation/connectivity issues
How to change the record type in Active Workpapers Templates
How to troubleshoot 'Account Name Must Not Be Empty' error when importing from MYOB
How to troubleshoot #N/A or #NAME? errors in Active WorkpapersTo assist users when they encounter range errors within Active Workpapers
How to Troubleshoot MYOB Practice Management Integration ErrorsError: {"ApiType":0,"ExceptionName":"HttpRequestException","Message":"An internal server error occurred, please contact support."}
How to Troubleshoot the "Something went wrong [7anyj]" Error When Opening a Binder in ExcelWhy am I getting a Something went wrong 7anyj error when opening a binder in Excel
How to resolve the "Document title not found" error when opening a HowNow document in Active WorkpapersTo assist users in navigating Active Workpapers to resolve issues when accessing HowNow documents through the external hyperlink function.
How to Troubleshoot Tax Automation bot not showing in an Active Workpapers binderTo assist users in navigating Active Workpapers to resolve visibility issues with the Tax Automation bot.
How to Repair and Recover Corrupted Excel Binder FilesTo assist users in navigating Active Workpapers when encountering a corrupted source binder message and how to resolve it.
Resolving "Request Aborted" Errors in WorkpapersTo assist users in navigating Active Workpapers to resolve the 'Request Aborted error when inserting records in a Binder
How to troubleshoot Active workpapers browser screen loading issues with NordVPNAllow users of NordVPN to load Active Workpaper UI screens correctly.
How to troubleshoot error "There was a problem inserting worksheet. If this was inserted as part of a rollover..."Assist users in troubleshooting error: "There was a problem inserting worksheet. If this was inserted as part of a rollover..."