Create a New Project

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Creating a project

The easiest way to create a new project is from the + button in the top right of the nav bar on every page. Select the New Papers project option. Alternatively, you can create a project from the projects list page: If you are creating a project for an entity that already has the same type of project for the prior period, you may wish to Roll forward.

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Project form fields

When creating a new project, you fill out the following fields:

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Project types

Select a project type under the Project type field. The available types are:

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Trial balance projects

These project types include Denari’s full trial balance management features — QBO import, AI reconciliation, journal entries, and financial statement exports.

• Tax — Tax engagement projects. Defaults to a yearly period duration.
• CAS — Client Advisory Services / accounting projects. Defaults to a monthly period duration.

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Workpaper-only projects

These project types are for document management workflows that do not require a trial balance.

• 1099 — 1099 preparation and filing
• Workers Comp — Workers compensation audits
• Payroll — Payroll processing
• Sales Tax — Sales tax compliance
• Other — Any other workflow. When selected, a custom project name field appears.

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Entity types

The entity type field supports:

• Corporation
• S Corporation
• Partnership
• Exempt Organization
• Private Foundation
• Fiduciary
• Sole Proprietorship - Schedule C
• Sole Proprietorship - Schedule E

If the entity already has a default entity type configured in its settings, it will be pre-selected.

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Duplicate project warning

Denari warns you when creating a project if it detects a potential duplicate. Warnings appear if the new project shares the same client, entity, and period end date as an existing project.