Active | Business Fitness

Smart Suite Workpapers

Download the Smart Workpapers Add-in installer     (Current add-in version: 2.3.1.56)     After downloading, ensure Excel is...

Smart Workpaper Add-In Installation

Software Minimum version  Operating System*  Windows 10, Windows 11  Office**   Office 2019/365 (32 bit)   Browsers^  Chrome, Edge,...

Smart Workpapers System Requirements

The Smart Suite Workpapers website can be accessed here.     The website is a central repository of all available connected and...

Smart Workpapers Website

Getting Started

The Manage Firm area in the Admin screen of the Smart Suite Workpapers website allows the administrators of a firm to allocate users to...

Managing the Firm

Getting Started - Administrators

Several of our Business Fitness templates are able to be prepopulated from the client's original data file. It is also possible to...

Connected Workpapers - Automated Data Population

WARNING: To ensure that the Smart Suite Workpapers work correctly, you will need to insure that you have installed the Workpapers...

Connected Workpapers - Excel Add-In

Connected Workpapers

The generate index feature will generate a list of all available worksheets into the Index sheet of the starter file.      Note: The...

Generating an Index

The Home sheet is an important part of the starter files, it contains a lot of client specific information that is used throughout...

Home Sheet

The import process     Where you have used Smart Workpapers in the prior year, you have the ability to rollover those worksheets. The...

Importing Opening Balances

The Index sheet acts as a summary for the entire workbook to allow for easy navigation and reviewing.     This article will look at...

Index Sheet

Disclaimer and Important Information: The Workpaper Items are the only information submitted to the Workpapers website from within the...

Workpaper Items

WARNING: To ensure that the Smart Suite Workpapers work correctly, you will need to insure that you have installed the Workpapers...

Workpapers Excel Add-in

Standalone Workpapers

The Loan Repayment Calculator is a starter designed to calculate the interest rate and interest for the year, as well as the current...

Loan Repayment Calculator

General information     Proper operation of a salary packaging system requires more than simply using these workpapers to calculate the...

Salary Sacrifice

The Tax Planning starter is designed to flow through the different sections to result in a final report that can be used to compare...

Tax Planning

Starter File Guides

One of the benefits of using Smart Workpapers are the many features that can be added using formulae and coded actions specific to...

Template Formulae and Coded Actions

Once you have customised your own firm template, you will need to upload it to the relevant area. For more information on how to create...

Uploading a Customised Worksheet

Editing a starter     To customise a starter file, we recommend downloading the relevant starter file from the Smart Suite Workpapers...

Uploading a Customised Starter File

Customising Smart Workpapers

When this happens the formula component in the Smart Workpapers Add-in has disappeared. To check, go to Excel, then...

How To Troubleshoot: #N/A or #NAME? Fields That Still Retain Their Formulas

Issue: Users may see the following error while refreshing the trial balance in Smart Workpapers:    "ArgumentException: There is...

How to troubleshoot: ArgumentException Error in Smart Workpapers

PROBLEM: I am trying to login to the Smart Workpapers website and I get one of these error messages:   The email and password you...

I Can't Login to Smart Workpapers

If a worksheet is downloading with incorrect rates (e.g. the fuel tax credit rate being used is from a different period), please ensure...

Incorrect Worksheets Downloading

Article Objective: To assist users in answering frequently asked questions (FAQs).       TABLE OF CONTENTS    Getting Started  When...

Transitioning from Smart to Active Workpapers

If the rates tabs have been hidden, the worksheets will not appear on the Index sheet when added.     We would suggest that the rates...

Worksheets not Showing on the Index Sheet

FAQs

A starter file has many hidden sheets with different purposes as outlined below:     Hidden Worksheet Purpose Required in every...

Workpaper Starter Files - Hidden Worksheets

The Smart Workpapers Add-In has built-in 'Get' and 'Set' functionality, which allows a worksheet to Get data from the connected Xero...