Workpaper binders

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2025 1120-S — Kestrel Manufacturing LLC

9/14 reviewed 2 awaiting doc 3 open notes
Index template Re-file Assemble PDF Finalize binder
Index Review Notes (3) Tasks Activity
AGeneral & planning 3 papers
RefWorkpaperStateSign-offs
A-1 Engagement letter — signed Reviewed PMR RDW
A-2 Prior-year return Awaiting doc P– R–
A-3 Planning memo Prepared PSP R–
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BBalance sheet 6 papers
B-1 Bank reconciliation — operating Reviewed PMR RDW
B-4 Fixed assets & depreciation Needs update PSP R–
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Open
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Delete line
A workpaper holding a document, a sign-off or a review note can't be deleted — take it out of the section instead, and it keeps everything.

Finalize binder

Not ready to finalize — 3 open review notes, 5 unsigned workpapers, 1 signed before its latest version.

Finalizing locks the binder and stamps the index. Clear the three items above and the button turns on.

T-WP-01 · Aug 2026