Uploading Workpapers

You can upload an unlimited number of workpapers, as long as you stay within your storage allocation. Each workpaper can have a maximum file size of 50 MB. Please note that these limits are subject to change in future updates.

Any file types, except those ending in .exe and .dll, can be uploaded to the Workpapers area. The following file types are some commonly used examples:

  • Microsoft® Word
  • Microsoft® Excel®
  • Image files in PNG, GIF, and JPG formats
  • PDF files
  • TXT files

By default, uploaded workpapers are added to the Unfiled Workpapers node in the Engagement View page. You can move them to a different node or folder if needed. The Unfiled Workpapers node is not yet available in the Engagement View page for consolidated engagements.

Note: To upload files that are in non-supported file types, first covert them to a supported file type. For example, you can convert files to PDF or create an image file using the Windows Snipping Tool.

Click a link below to view instructions for uploading workpapers.

ClosedUpload the initial version of a workpaper.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Click Upload Workpapers on the Engagement View page. Then, navigate to and select the files to upload. Click Open.
  3. If you want to add a workpaper index, click Assign Index and continue to the next step. Otherwise, click in the upper right corner of the pane to close it and complete the upload.
  4. Click into the Index text box and enter an index. See Adding or Editing a Workpaper Index for more information about workpaper indexes.
  5. Click Finish.

Note: You can also upload workpapers in the Tax Summary Report by clicking the workpapers link that displays above each tab in the report, and then clicking Upload in the Workpapers pane. The Tax Summary Report is not yet available for consolidated engagements.

ClosedUpload a new version of a workpaper.

You can reduce the need to upload new versions of Microsoft® Excel® and Microsoft® Word workpapers by installing Workpaper Monitor. This application gives you the ability to launch workpapers from within CCH iFirm Engagement, and then save any edits you make without needing to re-upload the file.

On the occasions when you do need to upload a new version of a file using the procedure below, the new version must have the same file name as the original file.

You cannot upload a new version of a workpaper if the workpaper is currently in use. When a file is in use, the icon displays in the Status column on the Engagement View page. The Active User column displays the user name of the person working in the file. The Status column updates automatically as users access and close a file. Active user information is not available for consolidated engagements at this time.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper on the Engagement View page.

    Tip: You might need to expand the node or folder that holds the item you need. Nodes and folders are not available in the Engagement View page for consolidated engagements at this time.

  3. Click in the Actions column for the workpaper, and then select Upload New Version. If this option doesn't display, verify in the Engagement View page that the file isn't currently in use. When a file is in use, the icon displays in the Status column on the Engagement View page. The Active User column displays the user name of the person working in the file. The Status column updates automatically as users access and close a file. Active user information is not available for consolidated engagements at this time. 
  4. Click Confirm.
  5. Navigate to and select the file to upload.
  6. Click Open.