Checklists in Cimplico Workpapers aren’t just for Trial Balance worksheets - they also work with Other Schedules, and it’s now easier than ever with Other Schedule templates.
How it works
Checklists are assigned using tags. If a worksheet has a tag that matches a checklist item, the checklist will appear on that schedule automatically.
Templates make it simple
With Other Schedule templates, you can:
Pre-define schedules and include the correct tags
Automatically assign checklist items when the workpaper is created
Avoid manual setup and tagging errors
🧠 Example
Let’s say you want to make sure your Annual Compliance jobs are fully set up with the right checklists.
Your Checklist Template might include these tags (along with many others to cover most accounts in the Chart of Accounts):
Tag | Used for checklist items like… |
ASS.CUR.CAS.BAN | Bank account tasks (e.g. attaching bank recs and statements) |
ASS.CUR.INY | Stock/inventory-related tasks |
FS | Financial statement tasks |
ITR | Income Tax Return tasks |
PAY | Payment slips tasks |
You’d then create an Other Schedule template with:
Financial Statements → Tag: FS
Income Tax Return → Tag: ITR
✅ Result:
When a workpaper is created using both the checklist and Other Schedule templates:
Checklist items will be assigned to the correct location based on their tag
Some tasks will appear in Trial Balance worksheets (e.g. bank or inventory)
Others will appear in the relevant Other Schedules (e.g. FS, ITR)