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Adding a Calculation to Your Workpaper

Hannah Olsson avatar
Written by Hannah Olsson
Updated over a week ago

Calculations help automate, organise and standardise how you handle complex or repetitive figures within your workpaper. This article walks you through the different ways you can add a Calculation, no matter where you’re working from.

If you’d like a refresher on what Calculations are and how they work, head over to the Calculations Explained article.


Option 1: Add a Calculation via the Trial Balance

The most common way to add a Calculation is from a worksheet in the Trial Balance:

  1. Navigate to the Trial Balance tab and click on the account you want to work on - this opens the default worksheet.

  2. Go to the Calculations tab.

  3. Select + New Calculation

  4. You’ll see a set of tiles grouped into:

    • Suggested - based on the report code of the account.

    • In this Workpaper - worksheets already added elsewhere in the workpaper (you can link them here too).

    • Other Templates – a full list of available Calculation templates.

  5. Click + Add on the relevant tile to add the Calculation to your worksheet.


Option 2: Add a Calculation via Other Schedules

You can also create and link Calculations via the Other Schedules tab:

  1. Go to Other Schedules from the left-hand navigation.

  2. Select New Schedule to open the list of available schedule templates.

  3. Click + Create next to your chosen schedule. This sets up a generic worksheet and adds the desired calculation under the Calculations tab.

💡 You can also add a Calculation to any existing blank schedule in this area by adding these under the Calculations tab.


Option 3: Add a Calculation via the Calculations Page

You can also add Calculations directly from the Calculations page:

  1. Open the Calculations page from the left-hand workpaper navigation.

  2. Click New Calculation.

  3. You’ll be presented with the full list of Calculation templates. Use the search or scroll through the titles.

  4. Click + Add to insert it into your workpaper.


Visibility through the Calculations page

No matter where you add a Calculation from - whether it’s the Trial Balance, Other Schedules, or the Calculations page — it will always appear in the main Calculations page. Here, you’ll see:

  • A progress dial for each Calculation

  • Any tags applied

  • How many worksheets it’s currently linked to

💡 Complete clarity, full visibility, and one source of truth — all in one place.

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