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Create a binder from New binder on the binders list, or from the create menu in the nav bar anywhere in the app.
If this entity had the same kind of binder last period, roll it forward instead. You get the documents, the folder structure, and the settings, rather than an empty shell.

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The form

New to these? See Client Groups & Client Entities.

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Binder type is the big decision

It decides which tabs the binder has, and it is not a cosmetic label. The picker lists every type by name. Two of them carry a trial balance; the rest don’t.

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Trial balance binders

Full accounting machinery: trial balance, chart of accounts, journal entries, AI reconciliation, and financial statement exports. Tax Trial balance and CAS Trial balance are the two.

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What a Tax binder adds

Tax and CAS binders look alike until you need the book-to-tax layer. Everything below exists only on a binder created as Tax:
You can’t convert a CAS binder into a Tax binder after the fact. If the bookkeeping is already in a CAS binder and you now need the return, roll it to tax. That creates the tax binder and brings the documents and trial balance values across.

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Workpaper-only binders

Documents, comments, and review, without a trial balance. Everything with a CAS prefix other than CAS Trial balance, plus Other.
Pick the type deliberately. A workpaper-only binder has no trial balance tab at all, so if you’ll need to tie out balances, choose Tax or CAS.

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Entity types

  • Corporation
  • S Corporation
  • Partnership
  • Exempt Organization
  • Private Foundation
  • Fiduciary
  • Sole Proprietorship – Schedule C
  • Sole Proprietorship – Schedule E
If the entity has a Default Client Entity Type saved in its settings, it’s pre-selected. Setting that once saves you picking it on every future binder. See Client Groups & Client Entities.

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Duplicate warning

Denari warns you if the new binder shares a client group, client entity, and period end with one that already exists. It’s a warning, not a block, because sometimes two binders for the same period are legitimate. Usually, though, it’s a sign you meant to open the existing one.

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Next

Your binder is empty. Bring in the numbers and the support.