Edit or create a new engagement

Create an engagement to enter federal awards and determine if a Single Audit is required.
You can create a new engagement by selecting
File
, then
New
. If you'd like to edit an existing engagement, select
Edit
, followed by
Engagement Setup
.
You can provide the information in the Properties tab to Technical Support.
You can enter or update the following information in the
Other
tab during the engagement setup process:
  • Client Name
  • Type of Entity
  • Whether the client qualifies as an institution of higher education
  • Name for engagement
  • Fiscal year end for the period under audit