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Related Parties Summary and Documentation

This workbook provides an area to accumulate, summarize, and document significant related party transactions detected during the course of an audit to more efficiently prepare financial statement note disclosures.
Entering Data
This workbook provides space to summarize and document five items, but multiple workbooks can be used to accommodate additional items. The Description and Disposition "fields" are textboxes, and as such, are designed for easier text input than traditional Excel worksheet cells. For further information concerning text box functionality, see the section “General Workpaper Functionality and Tips for Entering Data”.
To navigate the spreadsheet, the Tab key will move the cursor forward through the input cells and text boxes. Conversely, Shift + Tab will move the cursor backward through the input cells and text boxes. [If the cursor is in a designated input cell, the Enter and Shift + Enter (on the primary keyboard) will perform similarly. However, from inside a text box, the Enter key performs like a hard return.] Because the workbook was designed to accommodate text input, cursor maneuverability is possible, but not as practical.