How to activate the Prior Year company size information - with QuickVid

If the Prior Year section of Company Size in the Wizard is greyed out.

This is because the section relates to the periods, to which Caseware identifies you are reporting, as displayed in the Accounting Dates section.

1. In order to report and enter information relating to the Prior Year, entries are required to be made in the Trial Balance for that period.

See guidance on importing this data.

2. Once the engagement recognises the period to be significant it will show in the Company Size tab of the Wizard.

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