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Workflow Templates

Audited Financial Statements in AuditFile Template

Download your free Audited Financial Statements in AuditFile template to personalize and use in your bookkeeping or accounting firm.

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Download Audited Financial Statements in AuditFile Template

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Tax & ComplianceUnited StatesAuditFile

Created by AuditFile

A preview of the template showing sections of tasks to be completed. Some are already checked offAudited financial statements (by AuditFile) (United States)Ready to Start2 AutomatorsConfirm client discovery meeting is scheduled and the client has been remindedCompletedYInitial consultation (step 1)3 AutomatorsMeet with client, determine engagement parameters and receive client acceptance (to move forward)CompletedMComplete initial consultation with client (for proposed audit)CompletedSComplete acceptance and continuationCompletedCCalculate current year feesCompletedQInitial consultation (step 2)

About this template

This best practice process for audited financial statements powered by AuditFile is designed to track high-level milestones as the audit process is completed.

It streamlines the pre-work (engagement), planning, field work, reviews, reporting/ deliverables, and follow-up procedures.

Learn more about AuditFile.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Download Audited Financial Statements in AuditFile Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offAudited financial statements (by AuditFile) (United States)Ready to Start2 AutomatorsConfirm client discovery meeting is scheduled and the client has been remindedCompletedEInitial consultation (step 1)3 AutomatorsMeet with client, determine engagement parameters and receive client acceptance (to move forward)CompletedUComplete initial consultation with client (for proposed audit)CompletedEComplete acceptance and continuationCompletedFCalculate current year feesCompletedFInitial consultation (step 2)

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About AuditFile

AuditFile is a secure, cloud-based solution that helps CPA firms and internal audit teams perform efficient audits, reviews, and compilations.

Practice Management
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