Practice Management & Tax
1800 660 670

Business Management
1800 222 040

Payroll & HR 
1300 729 229



Practice Management & Tax 
08 9245 0666

Business Management
02 9921 6500

Payroll & HR 
1300 729 329

Support Area

Contact Us & Our Locations 

Workpapers - Recorded Webinar

Course Outline

This course demonstrates the functionality of HandiLedger Workpapers + Templates. We will look at setting up Workpapers, then completing the forms within Workpapers.  We will look at the workflow of data within the software, including the status of a form or supporting document and the cross-referencing of information.  The practical examples are designed to approximate work-place situations in order to make the skills learnt easily applicable to your practice.

Course objectives
 
After you have completed 'HandiLedger Workpapers + Templates', you will be able to:
  • Understand the terms used with Workpapers
  • Understand the Workpapers screen
  • Understand the Workpapers menu options
  • Create a template
  • Attach workpapers to an entity
  • Complete Workpapers
  • Update the Workpaper status
  • Change the Workpaper details
  • Send Workpaper notifications



Recorded Webinar

Duration: 1 hour
Pricing: $149