Managing Workpapers
Truss Workpapers give your team a centralized, easy-to-navigate space to manage tax return documentation. Review client uploads, add notes, and check off completion steps — all within the project view. Workpapers automatically sync with client activity, helping your team stay organized and audit-ready.
By Robbie and 2 others3 authors8 articles
- How to set up and use Workpaper mode (Video)
- Workpapers Shortcuts (Hotkeys)This article provides a complete list of shortcuts, also known as hotkeys, available in Workpapers. Using these shortcuts can help you navigate faster, save time, and work more efficiently within…
- Assigning Profile Colors in Truss: A Guide for Team Owners and AdminsUse profile colors to create a simple visual tracking system for your team. This feature helps you quickly identify who owns what across projects and automatically maps colors to tickmarks…
- Workpapers: Ruler
- Workpapers: Tickmarks
- Workpapers: Cross-References
- Workpapers: Approval Flow & Page Sign-OffsWe now support three-stage approvals with improved navigation and status visibility.
- Workpaper EditingThis article will walk you through how to rename, reorder, or delete pages in Workpapers.