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Import SMART Single Audit transfer file into Guided Assurance with Engagement Manager

You can import an existing SMART single audit into a current Guided Assurance financial statement audit.  To do this, you'll need to import the SMART Single Audit transfer file.
Before you start, you'll need the following:
  • A SMART Single Audit transfer file ready to import.
  • The version (year) of the industry title in Guided Assurance aligned with the year of the financials in Engagement Manager (if you subscribe to Engagement Manager).
  1. In Guided Assurance, select
    Manage
     then
    Guided Assurance Properties
    .
  2. Select
    Import an existing engagement
    .
  3. Select
    SMART Practice Aids — Single Audit
     from the
    Source
     dropdown.
  4. In the
    Import Engagement
     warning window, select
    Continue
    .
  5. Use drag and drop or
    Browse for file
     to choose your SMART Single Audit transfer file.
    The application shows the Engagement Name, Compliance Supplement Used, and Industry.
  6. Select
    Next
    .
  7. Select
    Upload and Import Engagement
    .

This article applies to:

  • Product: Guided Assurance