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Display materiality

You can view your organization's materiality guidelines in the header of the following automatic documents types:

  • Analytical Review (excluding ratio analysis format)
  • Leadsheet/Grouping
  • Trial Balance

The header includes each materiality type with its associated preliminary and final materiality value to help you assess the risk of misstatement.

The materiality display in the header of leadsheet documents containing materiality types and values


  • Each materiality type requires both a preliminary and final value (excluding Trivial materiality) to display.
  • If you are using Caseware Audit, you can set each value from the Materiality document.
  • If you are not using Caseware Audit, you can create your own materiality document using CaseView.