If you have Workpapers in HandiLedger, you can collate an entity’s Workpapers forms into a single document.
Collate Workpaper Forms
Workpaper forms can be collated into one PDF for filing or other purposes.
Log in to HandiLedger and Select the Entity and the applicable year.
From the Workpapers menu, click Workpapers.
In the Workpapers window click Collate.
In the Collate Workpapers window, complete the details as required.
Click Collate and follow the prompts.
Note: Only Workpaper forms can be collated. To remove any Workpaper forms from the collation, highlight the applicable form and click Remove.
You can use the Document Manager collation functionality can be used to add supporting documents to the end of the Workpapers Forms collation.
Note: Only Microsoft Word or PDF documents can be collated; therefore any Microsoft Excel Spreadsheets or other documents will need to be saved as PDF's to be collated.