Using queries and notes

Overview

Queries and notes are useful tools that allow users to ask questions or add additional written information to specific accounts, workpapers, or general tax calculations.

Queries

The Queries feature allows users to ask questions about specific accounts, workpapers, or general tax calculations. Queries can be managed in two locations:

• The Queries tab on each account or workpaper page
• The main Queries page, under:
  • Workpapers > Queries

Post a query to an account or workpaper

1. Go to the Trial Balance page or workpapers page and select the account or workpaper.
2. Click the Queries tab.
3. Enter the query in the text box and click Post.

Posting a query activates the Query button (orange) on next to the account or workpaper, indicating an open query.

Post a query to an entity

Post queries without linking them to a specific account.

1. Click Workpapers > Queries.
2. Click New.
3. Enter the query and click Save.

Please note: Once a query has been posted it can not be edited or deleted. Queries on accounts and workpapers will only be removed if the account or workpaper is deleted from the entity.

Address and close a query

On an account or workpaper

1. Locate the account or workpaper required > click to open.
2. Enter your reply in the text box.
3. Click Post.
4. On the original query > click Close

On the queries page

1. On the query > click Reply.
2. Enter your reply in the text box.
3. Click Save.
4. Next to the reply or original query > click Close.

Sort and filter queries

1. Go to Workpapers > Queries.
2. Click the Settings button.
3. Use Sort By, Created By, and Show filters.

Print Queries

To generate a PDF list of open queries:

• Click the Print icon in the menu bar > click Queries.

Notes

Use the Note feature for any notes related to an account. Notes activate the Note button (blue) on the Trial Balance page.

Add a note

1. Go to the Trial Balance or Workpapers page and select an account/workpaper.
2. Enter the note in the Notes box.
3. Click outside the Notes box to save it.

You can edit and remove notes at any time. Notes that have been removed will still display in the activity log for the entity.

Troubleshooting

Can't edit or delete query

Once a query has been added, it can not be edited or deleted. A query will only be removed from an entity if the account or workpaper is deleted from the entity or tax year. 

Note has changed

You can view changes to an account or workpaper from the activity tab in the account or workpaper. 

Related articles

Review Accounts

View Account activity

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