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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:
1

Go to the projects list

Navigate to the Projects list page.
2

Click New Project

Click the New Project button in the top right of the page.
3

Fill out project details

Fill out the appropriate details for the project.
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:
FieldRequiredDescription
ClientYesThe client this project belongs to. You can create a new client inline.
EntityYesThe legal entity under the client. You can create a new entity inline.
Entity typeYesThe entity’s tax classification (e.g., Corporation, S Corporation, Partnership). Defaults to the entity’s saved setting.
TeamNoAssign the project to a team. Only appears if your firm has teams configured.
Project typeYesThe workflow type for this project (see below).
BasisYesAccrual or Cash. Defaults to Accrual.
Period endYesThe end date of the project period.
Period durationYesYear, Half year, Quarter, Month, Two week, or Week.
Reviewer(s)YesOne or more reviewers assigned to the project.
Preparer(s)YesOne or more preparers assigned to the project.

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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.