Workpaper Standards

This skill defines the formatting, evidence, and review conventions that every workpaper-producing skill in this bundle inherits. Other skills in this bundle assume these conventions and do not re-state them — read this before acting on any workpaper request.

Workpaper layout

Every workbook produced by a workflow skill in this bundle has the same tab structure:

1. Cover — header block (preparer, period, deliverable type, status), table of contents, sign-off lines.
2. Source — raw inputs loaded as-is. One tab per source file if multiple. Never edit values in this tab.
3. Calc — derived values. Cells contain formulas referencing Source ranges. One tab per logical calculation.
4. Summary — the answer. References Calc cells. This is what a reviewer reads first.
5. Evidence — the evidence table (see references/evidence-table-template.md). Required on every workpaper. No exceptions.
6. Review_Notes — preparer questions, reviewer comments, items flagged for follow-up.

If the workpaper is being delivered as something other than a workbook (CSV, PDF, narrative), the evidence table still ships alongside it.

Color and format conventions