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