Excluding worksheets in the trial balance helps streamline your workflow by removing accounts that don’t need to be considered as part of the workpaper.
Why exclude worksheets?
Excluding worksheets allows you to:
Simplify the trial balance by focusing only on relevant accounts.
Remove accounts that are immaterial or outside the scope of the workpaper.
The decision to exclude accounts should align with your firm’s policies and professional judgement.
How to exclude worksheets
You can exclude accounts in two ways:
From the Trial Balance screen:
Within a Worksheet:
Once excluded, the worksheets will appear in the Excluded tab of the trial balance.