Draftworx Cloud: Working Trial Balance Basic Functionality

This guide provides steps for some basic functionality on the Working Trial Balance.

Updated at April 9th, 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

 
 

 

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