Follow a tutorial
Complete one task, check the result and know what to do when it fails.
Source reviewed Product documentation
Choose a walkthrough for the task you need. Check which practice you are in before following a step that creates records or sends a request.
If this is your first visit, start with Set up your practice. It connects sign-in, practice selection, security, colleagues and clients to your first product task. You can stop after any step and use its result check before continuing.
| Task | What you need | What you finish with |
|---|---|---|
| First workpaper | A client, year, return type and readable documents | A delivered workbook ready for your review |
| Trace a figure | A delivered workbook and its source files | A checked figure with evidence and any correction recorded |
Use the completion checks
Follow Before you begin, the numbered or named steps, then the result check at the end. A screen image helps you find a control; the state after the action tells you whether the task succeeded. The captions identify example screens and actions that were not performed when capturing them.
| Stage | What to confirm |
|---|---|
| Before an action | Right account, practice, client and period; required permission and evidence |
| After saving or creating | A success result and the intended record visible in its list |
| After sending a request | Request creation and email delivery checked separately |
| After processing | Delivered output or returned evidence, rather than a pending draft |
| Before finishing | Your review, remaining exceptions and the retained/exported record |
Each workpaper needs its own client, year and return context.