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.
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…