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Planning an audit in SMART Single Audit
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This article applies to:

  • Product: SMART Single Audit

Create a new client engagement

To create an engagement you'll need to enter all federal awards and determine whether a Single Audit is required. If so, you'll need to perform a risk assessment process to determine which award programs qualify as major programs. These programs need specific testing during the Single Audit. Client details, such as type of entity and whether it's an institution of higher education, determine the type of compliance content available in the compliance audit program.
To create a new client engagement:
  1. Select
    File
    , then
    New
     to open the Engagement Setup window.
  2. Select
    Browse
    , then choose a database. You can also select a database from
    Tools
    ,
    Options
    , then
    Point to Different Database
    .
  3. Enter the client name or select an existing client.
  4. Select the type of entity.
  5. Choose
    Yes
     if the client qualifies as an institution of higher education.
  6. Enter a name for the engagement.
  7. Enter a date for the fiscal year end of the period under audit.
  8. Select the Compliance Supplement for your engagement.
    Select any of the links for more information about a field or other item on the window.
  9. Select the SMART modules you wish to include in this engagement.
  10. Select the Practice Aid Title.
  11. Select
    Finish
     to open the Planning section of the Engagement.
  12. Continue to Major Program Determination section to add one or more federal awards to your engagement.