Use this article to add a calculation to your workpaper. There are three ways to do this, depending on where you're working from.
For a refresher on what a calculation is, see Calculations Explained.
Option 1: Add a calculation from a worksheet
The most common way to add a calculation is from a worksheet, in the Trial Balance or aeadsheet.
Go to the Trial Balance or leadsheet.
Click the account you want to work on. This opens the worksheet.
Go to the Calculations tab.
Click + New Calculation.
Click + Add on the calculation you want. The calculation is added to the worksheet.
The tiles are grouped into:
Suggested - matches the worksheet's tag.
In this Workpaper - calculations already added elsewhere in the workpaper. You can link to these too.
Other Templates - every available calculation template.
Option 2: Add a calculation from Other Schedules
Go to Other Schedules in the left-hand navigation.
Click New Schedule.
Click + Create next to the schedule you want. This creates a generic worksheet and adds the calculation under its Calculations tab.
Option 3: Add a calculation from the Calculations page
Open the Calculations page from the left-hand workpaper navigation.
Click New Calculation.
Search or scroll to find the template you want.
Click + Add. The calculation is added to your workpaper without being linked to a worksheet yet.
Where added calculations appear
Wherever you add a calculation from, it always appears on the Calculations page, showing:
A progress dial for each calculation
Any Tags applied
How many worksheets it's linked to