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This article applies to:

  • Product: Guided Assurance
  • Subject: Engagements

Create a new Single Audit engagement

You can enable Single Audit on an existing Guided Assurance engagement or create a new Single Audit engagement. Do the following to create a new Single Audit engagement:
  1. Sign in to Engagement Manager.
  2. Select
    Add
     then
    Add engagement
    .
  3. Enter a client name or number in a filter box to search for a client, or choose a client from the list.
  4. Select
    Next
    .
  5. Select
    Guided Assurance
     as an external integration source from the dropdown.
  6. Choose between New, Template, or Existing for your Engagement Source, then select
    Next
    .
  7. Enter your engagement and tax information then select
    Next
    .
  8. Choose your account structure and reporting periods then select
    Next
    .
  9. Choose an account grouping to import or select
    Next
     if you don't want to import an account grouping.
  10. Enter any dates and indexing details needed for your engagement then select
    Done
    .
  11. Go to the
    Workpapers
     tab and select
    click here to begin
     on the Guided Assurance setup banner.
  12. Enter your Checkpoint username and email to sign in, if prompted.
  13. Choose
    Set up the engagement
     then select
    Continue
    .
  14. Select the Source then select
    Audit
     or
    Single Audit Only
     as the Engagement Type.
  15. Select a practice aid title from the
    Industry
     dropdown.
    note
    If you chose
    Audit
     as the Engagement type, "Audits of Local Governments," "Audits of Nonprofit Organizations," "Audits of School Districts," and "HUD Audits" are the only titles that support Single Audit.
  16. If you selected
    Audit
     and a supporting title in the previous steps, select the checkbox to enable
    Single Audit
    .
  17. Select
    Next
    .
  18. If necessary, complete any setup questions and select
    Next
    .
  19. Complete the Single Audit Setup section then select
    Done
    .
Once you've set up the Single Audit, Engagement Manager creates a new Single Audit folder in the Workpapers tab that'll have the required Single Audit workpapers based on your setup. This is where you can enter federal awards and determine whether a Single Audit is required.

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