The compliance checklist and the conclusion
Follow the required steps of a CSRS 4200 compilation engagement and document the file's conclusion.
The compliance checklist covers the steps of a complete compilation engagement: client acceptance, knowledge of the business, the work itself, communication with management. Every answer is stamped with the date and your initials, documenting your file.
- 1Go through each question and answer Yes, No or N/A.
- 2Risk answers are highlighted to draw your attention.
- 3Once the work is done, open Conclusion and record the engagement's conclusion on file.
The Activity log keeps the file's full audit trail in parallel: every creation, change and deletion, attributed to its author. Requires the Pro plan or higher.