Draftworx Cloud: Working Trial Balance Basic Functionality
This guide provides steps for some basic functionality on the Working Trial Balance.
Updated at May 1st, 2025
Navigating to the Working Trial Balance
Adding prior Tax Years to your Engagement
Manually Adding a Trial Balance Entry
Export Working Trial Balance to Excel
Direct Import Drill Down on the Working Trial Balance
Showing Additional Periods on the Working Trial balance
Resync Prior Tax Year Working Trial Balance
Working Trial Balance - Disclosure Update
Working Trial Balance - Adding Additional Links