Edit the disclosure checklist in a disclosure engagement

Use the disclosure checklist to customize and complete the necessary disclosures in your disclosure engagement.

Open your disclosure checklist.

Go to the Disclosure topics tab, select the topics to include in the disclosure checklist, and then select Save
.

In the Part I and Part II tabs, add and edit requirements and mark the disclosures as completed.

Select Update Checklist
to save your changes and get the latest version of the content.

Select Practical Considerations
to show or hide notes on each requirement.

Some Disclosures have an Example
—this is called an interactive disclosure.

Select Save
when you're finished.

This article applies to: