The Compliance report section provides scheduling, financial and SignOff information for Engagement-type Tasks.
Compliance Reports
Engagement Summary
This report provides a summary of key engagement information at the Task level.
Select the filters you require and then click Run Report.
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Other Available Columns
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Tax Signer Tax Reviewer Tax Preparer FN Partner FN Concurring Review FN Manager FN Detail Reviewer FN Preparer Admin Engagement Partner Name Engagement Partner Effective Date Concurring Partner Name Concurring Partner Effective Date Line of Service |
Entity Structure Description of Other Entity Industry Description of Other Industry Level of Service Description of Other Service PCAOB/Non Public Basis of Accounting Financial Statement Format Foreign Operations New or Recurring Client/Entity Risk Assessment Required Client/Entity Risk Assessment Independence Representation |
Restricted Entity Financial Statement Report Date Independent Partner Review Required PCAOB Concurring Partner Review Required Technical Partner Review Required PCAOB Review Required Central File Room Location-File Location Engagement Binder Name Fees Realization Rate Total Budgeted Hours Total Actual Hours |
Engagement Dates
This report provides Scheduling information for Engagement-type Tasks and makes it possible to track Engagement steps, due dates, and rates.
Select the filter and click Run Report.
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Planning End Field Work Begin Field Work End Initial Draft Ready Draft Financial Statement Due Final Financial Statement Due Management Letter Due Realization Rate |
Engagement Details
This report provides detailed Engagement information of a Task.
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Entity Structure Description Of Other Entity Financial Statement Date Financial Statement Format Central File Room Location Engagement Binder Name Basis of Accounting Line of Service Industry Engagement Status Independent Partner Review Required PCAOB Concurring Partner Review Required |
Technical Partner Review Required PCAOB Review Required Documentation Completion Date Client Risk Assessment Required Client Risk Assessment Independent Representation Restricted Entity Engagement Partner Name Date Concurring Partner name Date |
SignOffs
This report provides detailed SignOff information including Status, recorded date, and the user who signed off on a specific workflow step within a Task.
Select the relevant filter and click Run Report to view the report results.
SignOffs by Date
This report provides detailed SignOff information including Status, required date, recorded date, and the user who signed off on a specific workflow step within a Task.
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Reviewed By |
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Required SignOff Date SignOff Date Signed Off By |
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Signed By |
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Required SignOff Date SignOff Date Signed Off By |
