No More Sticky Notes: How to Build a Working Paper File That Defends You
Whether you're dealing with SARS, CIPC, or a grumpy reviewer, your working paper file is your shield. This session takes the mystery (and misery) out of file prep, giving you the structure, tools, and shortcuts to build files that stand up to scrutiny—and save you from backtracking at year-end. Because “I thought I saved that somewhere” is not a defence.
2 CPD units June 18, 2025 1 presenter
What will set you apart
By completing this course you will gain the following competencies
- How to structure a working paper file for reviews, audits or independent reviews
- The golden rules: what to include, how to document it, and what’s overkill
- How to link supporting documents to trial balances and journals like a pro
- Tips for preparing digital files that reviewers (and regulators) will actually thank you for
- Real examples of good (and bad) files—and what to learn from them
Event breakdown
- Why Working Paper Files Matter
- Building the File Step-by-Step
- Digital vs Paper: Best Practices
- What Goes In—and What Doesn’t
- Making It Reviewer-Read
Category: Practice ManagementType: CPD CourseCPD category: Practice Management
Description
You don’t get paid for neat files—but you do get protected by them. Whether you’re in practice or commerce, your working paper file is the silent evidence that backs your work, protects you from risk, and keeps compliance tight. In this session, we’ll unpack exactly what should go into your file, how to avoid the biggest mistakes, and how to prepare a file that’s reviewer-ready—even if you’re short on time. Templates, checklists, structure: it’s all here.
Presenters
Eszter Rapanos
You will earn a certificate
On successful completion you will receive a certificate for 2 CPD units in Practice Management.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser