• Letters
  • Entering information about the firm
  • Defining Firm Deliverables and Client Information
  • Materiality
  • Letters
  • Letter Properties
  • Completing Letters
  • Completing individual letters
  • Creating a new letter
  • Reportable Items
  • New Reportable Item
  • Adding a reportable item
  • New Recommendation

Entering Firm Information

Note: This feature is not available in the SSARS 21 template.

Procedure

1. On the Document Manager, under the CaseWare Audit System Documents folder, open the folder Control Documents.

2. Double-click Firm Information. The Firm Information document opens.

3. Fill in the appropriate fields. Press Enter to move to the next input boxes.

4. In the upper right hand corner, select the Check when completed check box.

5. Click to return to the Document Manager.