We recommend creating a Generic Worksheet in the Other Schedules tab to save financial statements. You can find the instructions for this here: Add worksheets to other schedules.
Why save financial statements in a generic worksheet?
Saving financial statements in a generic worksheet provides access to key features including, but not limited to:
Adding internal comments to highlight specific points for team review.
Creating client queries to request clarifications or additional information from clients.
Attaching files to keep all relevant documents in one place for easy access.
Using checklist items to ensure all tasks related to the financial statements are completed.
Assigning users to the worksheet for clear accountability and collaboration.
