Record Templates
How to use Active worksheets
7 articles
List of record templatesTo assist users in locating and understanding available record templates within Active Workpapers.
How to use the Inter-Entity Loan Matrix WorkpaperTo assist users in effectively using the Inter-Entity Loan Matrix workpaper to reconcile loans between related entities.
[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] 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] Template training sessions (Active Workpapers)Get the full benefit from new and updated workpaper templates - October 2023
[AU] Workpapers Content Annual Maintenance ScheduleTo assist users in navigating Active Workpapers to access information about the templates release schedule and current release status