WorkPapers Integration

Source Document

100

What is the purpose of source document processing?

To scan paper documents to not have to manually enter the data

200

What entity type does a client need to be set up as to have the Source Document Processing folder?

1040

300

What TR program is Source Document processing used to transmit data to?

UltraTax

400

What is the final step once you have exported data to have it populate in UT?

Open the client in UT

500

What is the name of the utility used to populate the scanned information into UT?

UltraTax CS Source Data Entry Utility

Checkpoint Tools

100

What is the first step to adding a new Checkpoint Document?

Add Workpaper

200

Which Source option on the drop down list do you need to choose to add a Checkpoint Document?

Checkpoint Tools for PPC

300

True or false, your local machine does not need the license for Checkpoint if the server machine in the network has it?

False, you must have the license locally installed

400

What is the button combination to select multiple PPC workpapers?

CTRL + Shift

500

What Is our internal username for accessing PPC?

tt1-csasupport1

Scanning and File Exchange

100

What is the easiest thing to try when troubleshooting document scanning issues?

Reboot everything

200

What does File Exchange integration with ACS allow users to do?

Securely transmit documents from NetStaff to an engagement binder

300

What is the DPI setting you should be using when scanning?

400

400

What are the compatible scanner drivers?

TWAIN and WIA

500

True or False: We can delete the documents from File Exchange in the NetStaff CS portal and on File Exchange Document portlet in the Workpapers Dashboard.

False

PPC Smart Practice Aids

100

• In PPC’s Smart Practice Aids, where we can find out what modules you are licensed for? Give at least one.

Help > About

Edit > SMART Engagement Setup in SMART Practice Aids, click the Properties tab in the SMART Engagement Setup dialog and scroll to the bottom of the tab to view a list of modules that are enabled for the current SMART engagement.

200

• What are the things that we can enable once the engagement binders are link in Workpapers CS to Smart Practice Aids engagements?

transfer, open, and edit SMART documents within the Workpapers Dashboard.

300

• What is the reason for the Generate Smart Docs option to become unavailable?

it is likely that you are not licensed for the Field Work module.

400

• What checkbox must be marked to include Workpapers CS as the external engagement management software to be used.

Field Work checkbox must be marked as a module to be included with the engagement.

500

• What button needs to be clicked to confirm that all workpapers have been successfully linked?

Refresh tree button in the Engagement Binders Tree portlet toolbar

PPC pt. 2

100

• What are the names of our trainers?

David Jacques, Matt Chambers and Lizzie Kostin

200

• True or False: Workpapers that are linked to Workpapers CS are automatically flagged to be recreated when changes are made in SMART Practice Aids.

True

300

• True or False: Integration with PPC's SMART Practice Aids also disables you to roll forward SMART workpapers.

False –

400

• What dialog box we can check to monitor the progress of workpaper generation in real time?

Generation Status Dialog

500

• Provide the items that can be entered or selected in the Create Client Engagement screen.

Database, Client name, New engagement name, Engagement date (optional), Engagement Type