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Single Audit

Complete Single Audit forms

Once you've designed the Guided Assurance Single Audit, you can complete the necessary forms in completion view.
  1. Open your Single Audit engagement and go to the
    Workpapers
     tab.
  2. There are 2 ways you can open Completion view:
    1. Expand the
      Testing
       folder and select Edit in the
      Actions
       column next to the program.
    2. Expand the
      Single Audit
       folder and open the
      CX-1.5: Single Audit and Major Program Determination worksheet
      .
    3. Select
      Design and review Compliance Audit Program
      .
    4. From the toolbar, select
      Open in completion view
      .
  3. In completion view, you can sign off steps, edit sign offs, insert a workpaper reference, or insert comments.

Sign off

You can manually expand programs to find steps you need to sign, or you can select
Highlight unsigned
 to show items that need your sign-off. You can track your sign-offs using the progress bar. There are many ways you can sign off on a step or edit or delete a sign off.
  • Right-click in the
    Sign off
     column for the step.
  • Select the
    More
     dropdown in the
    Actions
     column.
  • Select  edit pen
    Sign off
     on the toolbar. You can make changes to more than 1 step with this method. Hold the
    Shift
     key on your keyboard, select multiple steps, and then select edit pen
    Sign off
    .
When you're finished making changes, select
Save
. The Progress bar will update based on the number of sign-offs you've completed.

Workpaper references

You can add workpaper references and other supporting documentation you've added to the engagement to any step in the audit. There are many ways you can add references:
  • Right-click in the
    Workpaper reference
     column for the step.
  • Select the
    More
     dropdown in the
    Actions
     column, then
    Workpaper reference
    .
  • Select
    Workpaper reference
     on the toolbar. You can make changes to more than 1 step with this option. Hold the
    Shift
     key on your keyboard, select multiple steps, and then select
    Workpaper reference
    .
Once added, select Save
Save
. The documentation will appear in the
Workpaper reference
 column for you to view or delete.

Insert comments

  1. Select the step you want to add a comment to.
  2. In the Comments column, select Open comments
    Open comments
    .
  3. Type in your comment then select
    Continue
    .
  4. Select Save
    Save
    .

This article applies to:

  • PRODUCT: Guided Assurance