> ## Documentation Index
> Fetch the complete documentation index at: https://docs.denari.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a New Project

> How to create a new Papers project in Denari.

## 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:

<Steps>
  <Step title="Go to the projects list">
    Navigate to the [Projects list](/papers/projects-list) page.
  </Step>

  <Step title="Click New Project">
    Click the **New Project** button in the top right of the page.
  </Step>

  <Step title="Fill out project details">
    Fill out the appropriate details for the project.
  </Step>
</Steps>

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](/papers/roll-forward).

## Project form fields

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

| Field               | Required | Description                                                                                                              |
| ------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Client**          | Yes      | The client this project belongs to. You can create a new client inline.                                                  |
| **Entity**          | Yes      | The legal entity under the client. You can create a new entity inline.                                                   |
| **Entity type**     | Yes      | The entity's tax classification (e.g., Corporation, S Corporation, Partnership). Defaults to the entity's saved setting. |
| **Team**            | No       | Assign the project to a team. Only appears if your firm has teams configured.                                            |
| **Project type**    | Yes      | The workflow type for this project (see below).                                                                          |
| **Basis**           | Yes      | **Accrual** or **Cash**. Defaults to Accrual.                                                                            |
| **Period end**      | Yes      | The end date of the project period.                                                                                      |
| **Period duration** | Yes      | Year, Half year, Quarter, Month, Two week, or Week.                                                                      |
| **Reviewer(s)**     | Yes      | One or more reviewers assigned to the project.                                                                           |
| **Preparer(s)**     | Yes      | One or more preparers assigned to the project.                                                                           |

## Project types

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

### 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.

### 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.

## 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](/general/clients-and-entities#entity-page), it will be pre-selected.

## 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.