Guided Assurance

Create a Guided Assurance engagement

You can create a new engagement for Guided Assurance in Engagement Manager.
  1. In Engagement Manager, select
    Add new engagement
    .
  2. Enter a client name or number in a filter field to search for a client, or choose a client from the list.
  3. Select
    Next
    .
  4. Select Guided Assurance as an external integration source from the dropdown menu.
  5. Choose between New, Template, or Existing for your Engagement Source, then select
    Next
    .
  6. Enter your engagement and tax information, then select
    Next
    .
  7. Choose your account structure and reporting periods, then select
    Next
    .
  8. Choose an account grouping to import or select
    Next
     if you don't want to import an account grouping.
  9. Enter any dates and indexing details needed for your engagement, then select
    Done
    .
  10. Select the
    Workpapers
     tab, then
    click here to begin
     to start the Guided Assurance setup.
  11. Enter your Checkpoint username and email to sign in.
  12. Select
    Set up the engagement
    , then
    Continue
    .
  13. Select the Source, Engagement Type and Industry from the drop-down menus, then select
    Next
    .
    The practice aid title that you select from the Industry dropdown menu determines which setup questions appear in the remainder of the engagement setup. Setup questions determine which engagement procedures are selected and, in certain cases, which audit areas (or financial statement areas) are included.
  14. Complete all required steps, then select
    Done
    .

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Engagements