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-- Reference --

Lockdown After Document Completion Date

Lockdown per Jurisdiction

Option Jurisdiction
Lock Down after Document Completion Date
  • Canada
  • South Africa
  • South Africa (Other)
  • USA
Lock Down at pre-determined date
  • Australia
  • Eire
  • Netherlands
  • UK
Lockdown by Auditor
  • Germany
Field Description
Type

The type of company.

  • Public
  • Public (CAS)
  • Non-public
  • Non-public (CAS)
Report Release Date The date that the report will be released.
Document Completion Date

The calculated date based on the jurisdiction of the company and whether the company is public or non-public. If you set the document completion date to a date before the current date, the lockdown date will automatically be set to the current date.

For engagements where Canadian Auditing Standards (CAS) apply, the lockdown/completion date is 60 days for both public and non-public companies.

Field Description
Type

The type of company.

  • Public
  • Non-public
  • Private - New York
Report Release Date The date that the report will be released.
Document Completion Date

The calculated date based on the jurisdiction of the company and whether the company is public or non-public. If you set the document completion date to a date before the current date, the lockdown date will automatically be set to the current date.

The lockdown/completion date is 45 days for a public company and 60 days for a non-public company.

Field Description
Number of Days after Audit or Auditor's Report The number of days to lock down the file after the release of the auditor's report.

Audit Report Date

Date of signature of audit report

The auditor's report date or the date that the auditor's report was signed.
Lock Down Date The calculated date for lock down.