How to add supporting documents to a workpaper

How to upload supporting documentation directly to a specific workpaper to substantiate ledger balances.

Some workpapers require supporting documentation to substantiate the ledger balance — for example, investment income statements or FBT reimbursement records. You can upload these directly to the relevant workpaper.

Steps

  1. Open the relevant workpaper.
  2. On the right-hand side, click the > icon to expand the side panel.
  3. Go to Supporting Doc and select the Edit option.
  4. A dialogue box will appear — click Upload and attach the relevant file.

Supported file types

  • PDF
  • Excel (XLSX)
  • Image files (JPG, PNG)

Supporting documents are attached to the individual workpaper, not the job as a whole. If you need to attach a document to multiple workpapers, upload it separately to each one.