Prepare a company or trust paper
Request access to company and trust papers, then add the right trial balance to an enabled case.
Source reviewed Product documentation
On Cases, choose New case. The Company and Trust cards say By invitation — tap to request until your practice has access. Select one to open Company & trust and send the access request. Wait until the practice is enabled before creating that case type.
Once enabled, choose New case again. Use Upload & auto-fill if you have last year's return or this year's ATO prefill, or Enter manually if you do not. Select Company or Trust, check the financial year, then choose Create case. Each type uses its own working-paper template. Add the current-year trial balance through its trial balance page, then upload the other records needed for that entity.
The trial balance page lets you classify accounts, check debits against credits and save prior-year comparatives. Review any draft issues it reports before treating the finished workbook as final. Company and trust files are assessed in the context of the whole case; the case does not require a per-file review tick on those entity types before a first build.