Skip to main content
Setup engagements

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).
note
  • For example, if you created a financial statement audit with the
    Audits of Nonprofit Organizations
     industry title, the single audit engagement needs to have also been created using
    Audits of Nonprofit Organizations
    .
  • If you created the single audit engagement with the generic
    Single Audit
     industry title, you'll need to import the engagement into a separate Engagement Manager engagement binder.
  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.
    tip
    The
    Source
     dropdown has 2 similar options. You'll need to select
    SMART Practice Aids — Single Audit
    , not
    SMART Practice Aids
    , otherwise you'll get an error later in the process.
  4. In the
    Import Engagement
     warning window, select
    Continue
    .
    note
    This warning is given should you import another financial statement audit engagement. For your Single Audit engagement, you can select
    Continue
     and your financial statement audit workpapers will be retained.
  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