• Configuring and Customizing Forms
  • Financial Statement Areas Worksheet
  • Letters and Other Forms
    • Management Letter Report
    • Reportable Items
    • Modifying Letters
    • Management Letter Configure Options
    • Document Properties
    • Creating a new letter
    • Creating a New Management letter
    • Creating a New Flat Form
    • Creating a Risk Report
  • Authoring Work Programs and Checklists
  • Partner and Manager Summary Report
  • Creating a Partner and Manager Summary Report

Letters and Other Forms

Placeholders for standard letters are included in the template. Firms can add their own wording to meet requirements for their relevant jurisdictions and firm preferences.

Additional letters can be created using an existing letter as a base.

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