Audit - OneForm

Audit - OneForm profile includes automatic documents, work programs, materiality and the Financial Statement Areas Worksheet. It also includes "OneForm" - a memo document designed as a framework for US GAAS documentation requirements. Where more guidance is required additional documents can be added from a document library.

Audit tools include:

• Trial balance, journal entries and issues
• Optimizer checklist to customize specific procedure actions in work programs
• Optimizer checklist to customize Report checklist for the auditor's report.
• OneForm - a one page audit memo to complete required documentation for planning, risk assessment/responses, and completion of the audit.
• Materiality worksheet and key materiality information at the top of most documents
• Financial Statement Areas (FSA)
  • Deletes immaterial audit sections.
• Audit Plans and Procedures - lead sheets and audit work programs
• Identified Misstatements - unrecorded journal entries (summarized by factual/projected/judgemental) and a summary of unadjusted misstatements.

For a comparison of the profiles and general options, click here.

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