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Statutory audit kickoff

Engagement → planning → confirmations → MRL → CARO → audit report.

8 documents·~120 min end-to-end·For: Statutory auditors / CFO

Documents in this workflow

  1. 1

    Auditor Engagement Letter (SA 210)

    REQUIREDLIVE

    SA 210 engagement letter.

    ✦ Pre-fills 3 fields from workflow context

  2. 2

    Audit Planning Memorandum

    REQUIREDLIVE

    SA 300 audit planning memo.

    ↳ Do this after step 1

    ✦ Pre-fills 2 fields from workflow context

  3. 3

    Bank Balance Confirmation Letter

    REQUIREDLIVE

    SA 505 bank balance confirmations.

    ↳ Do this after step 2

  4. 4

    Debtors Balance Confirmation Letter

    LIVE

    Debtor / receivable confirmations.

  5. 5

    Creditors Balance Confirmation Letter

    LIVE

    Creditor / payable confirmations.

  6. 6

    Management Representation Letter

    REQUIREDLIVE

    SA 580 MRL on FS, going concern, RPT, subs events.

  7. 7

    CARO 2020 Checklist and Report

    REQUIREDLIVE

    CARO 2020 — 22-point reporting framework.

  8. 8

    Statutory Audit Report

    REQUIREDLIVE

    Final independent auditor's report.

    ↳ Do this after step 7

Tip: Steps marked REQUIRED are essential for this workflow. Fill the Workflow context above once — common fields like employee name and company are pre-filled automatically in every document.