Internal comments in Cimplico Workpapers are a powerful tool for enhancing collaboration, documenting key decisions, and tracking progress. They can be used for various purposes, such as reviewing work, recording discussions, or providing client recommendations. This article outlines best practices for using internal comments effectively, organised by use case.
Type of internal comments
Collaborating and tagging
Internal comments allow team members to communicate efficiently, with the option to tag others for input or clarification. Threaded comments make it easy to track discussions.
Status: Keep active until all responses are received and addressed.
💡 Example:
Decisions, and considerations
Document key outcomes, decisions, or items that have been reviewed to ensure clarity and provide a reliable audit trail.
Status: Resolve after documenting the confirmation or decision, once no further action is needed.
💡 Example:
Recording internal discussions
Capture back-and-forth conversations with team members within the internal comments thread to maintain a clear record of discussions.
Status: Keep active until the discussion is resolved and then update to resolved once no further input is required.
💡 Example:
Notes to self
Use internal comments as reminders or placeholders for tasks to revisit later.
Status: Leave active until the task is completed.
💡 Example:
Notes for clients and management letters
Combine notes intended for management letters and client recommendations to ensure all client-facing insights are captured in one place.
Status: Keep active until the note is drafted in the management letter or communicated to the client.
💡 Example:
Review points
Highlight specific adjustments, corrections, or areas requiring follow-up, including minor or trivial issues.
Status: Mark as resolved once the adjustment is made.
💡 Example:
Training notes
Provide constructive feedback or guidance to team members to help improve future work.
Status: Resolve once the feedback has been shared and acknowledged.
💡 Example:
Tips for Success
Be clear and specific: Avoid ambiguity by providing enough context to make your comments actionable.
Resolve promptly: Regularly update comment statuses to prevent bottlenecks.
Tag team members where necessary: Notify the right people to ensure timely responses.
Leverage threads: Use comments to track back-and-forth discussions and keep all related communication centralised.
Provide links to resources: Include helpful references, such as ATO guidance or links to other worksheets as examples.