• User Topics
  • Creating Client Files
  • Client File Setup
  • Planning
  • Financial Statement Areas Worksheet
  • Risk Assessment and Identification
  • Risk Response and Work Programs
  • Completing and Reporting
  • Constellations
  • Getting Ready for Next Year
    • Getting Ready for Next Year
    • Cleanup
    • Cleaning up your client file
    • Lockdown
    • Locking down the client file
    • Exporting documents as PDF files
    • Performing Year End Close
    • Client File Updates
    • Updating the client file
    • Document dialog
    • Groupings dialog
    • Procedures dialog
    • Settings dialog
    • Template Update dialog
    • Engagement Profiles
    • Selecting an engagement profile

Getting Ready For Next Year

Once the engagement file is completed, the client file should be cleaned up, and you should perform a year-end close to prepare for the following year.

This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.