You can assign tags to blank schedules in your workpaper so that assign checklist items to these worksheets. This means checklists aren’t just for trial balance worksheets - they can be used in flexible ways across your workpaper.
Step 1: Open the Other Schedules section
Go to the Other Schedules section of your workpaper.
Step 2: Select New Schedule
Click the New Schedule button in the top-right corner of the section.
Step 3: Create a blank schedule
Under the Blank Schedule tile, select the + Create button.
Step 4: Fill in the schedule details
Enter a name, tag, and description for your blank schedule. The tag is what links the schedule to any checklist items you’ve set up.
💡 Tip: If you forget to add a tag when creating the schedule, you can update it later. Just click the edit pencil icon next to the schedule’s name - a pop-up will appear where you can edit the name, tag, and description.
