Skip to main content

Other Schedules Explained

Marco Fiumara avatar
Written by Marco Fiumara
Updated over a month ago

In the cases you would like to prepare a worksheet for a non-trial balance item, such as storing financial statements and income tax returns, you can create a worksheet in Other Schedules.

You can find the Other Schedule tab on the left hand side when you open a workpaper.


You can add two different types of worksheets to Other schedules:

  • Blank Schedules - this will add a generic worksheet and is useful for things like storing financial statements, income tax returns, payment slips or management letters.

  • Calculations - this will add a generic worksheet with the desired Calculation template included in the 'Calculation tab'.

You can also import Other Schedules by setting up templates for common Other Schedule bundles. You can find more information about these here: Other Schedule Templates.

Did this answer your question?