The Queries feature is useful when you work in a team or with a tax advisor. It allows you to ask questions about a specific account or its workpaper, or the entity’s tax calculation in general.
You can manage queries in two places:
- On the Queries tab on each account page
- On the main Queries page
Post a query to an account
When you post a query to an account, the Query button for that account becomes active (orange colour) on the Trial balance page. This is an indicator to other users that there is a query to address, which is a key part of the accounts review process.
- On the Trial balance page, click the account to open it, then click the Queries tab.
- Type your query in the box and click Post.
Post a query to an entity
You can post a query to an entity without linking it to a specific account in the trial balance.
- Click the Workpapers tab > Queries.
- Click the New button.
- Type your query in the box.
- Click Save.
Address and close a query
- Select one of these options:
- In the top menu, click the Workpapers tab > Queries, locate the query and click Reply.
The Queries page displays a list of all of the queries that have been posted to the accounts, and the entity in general.
- On the Trial balance page, click the orange Queries button > Open workpaper, then click the Queries tab.
- On the Trial balance page, click the account to open it, then click the Queries tab.
- In the top menu, click the Workpapers tab > Queries, locate the query and click Reply.
- Type your reply and click Post.
- Click Close.
Sort and filter queries
If there are a lot of queries posted against an entity, you can use the sort and filter functions on the Queries page to find a specific query.
- On the Workpapers tab > Queries page, click the Settings button.
- Use the relevant Sort By options, and Created By and Show filters, to locate the queries.
Print queries
To view a list of open queries in PDF format, click Print > Queries in the top menu.
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