Navigating Engagement

Engagement View provides a way for you to organize and manage your workpapers, leadsheets, and reports all in one location. It also allows you to see the status of all workpapers at a glance.

You can sign off on workpapers, leadsheets, and reports on this page, among other tasks. Click the Engagement View link at the left to view a more comprehensive list of tasks that can be performed on this page.

Note: With consolidated engagements, you can only upload, download, and lock workpapers. More functionality similar to non-consolidated engagements, will be available in future releases.

The Trial Balance section includes the following tabs:

• Financial. Displays the chart of accounts with the financial group, sub-group (if applicable), type, and classification for each account, as well as the account balances for the current and prior year.
• Tax. Displays the chart of accounts with the tax group, sub-group (if applicable), property number (if applicable), and account type for each account, as well as the balances for the current and prior year.
• Send to Tax. Lists all the tax groups, with an option to specify whether a particular tax group should be sent to a tax return.

Note: The Tax and Send to Tax tabs are not available for consolidated engagements at this time.

Displays a list of leadsheets for the engagement. Click a leadsheet name to view it. A leadsheet is created for every financial group in the trial balance. The leadsheet displays the accounts assigned to the group and the account balances.

If there are workpapers associated with a leadsheet, you can click the workpaper link at the top right of the leadsheet to view a list of them.

The net income or net loss for each balance column displays at the top of the report, as well as the net balance for all debits and credits for each balance column. In addition, the following tabs are available: 

• The General tab displays every non-property tax group that exists in the trial balance with the accounts assigned to the group and has an account balance.
• Property tabs display accounts and sub-groups if accounts have been assigned to a rental, farm, or business property group:
• The Unassigned tab displays any accounts that do not have a tax group assigned.

Note: The Tax Summary page is not available for consolidated engagements at this time.

Click to display the Engagement List page. You can create a new engagement or open an existing engagement from here.

Note: You can only view engagements for clients you have been given permission to access. Client access is configured by your CCH Axcess administrator in CCH Axcess Dashboard.