Course ID: MDR2

Meeting Documentation Requirements in Your Workpapers

Various standard-setting bodies have expanded the requirements for both workpaper preparation and retention. This, coupled with recurring documentation deficiencies noted in peer review, increases the importance of adopting best practices for engagement documentation.


LEARNING OBJECTIVES
  • Participants will be able to prepare workpapers for compilations, reviews and audits that meet professional standards.

MAJOR TOPICS
  • What workpapers must be prepared in a preparation service, compilation, or review
  • Audit documentation required by AU 230 and the risk assessment SASs
  • Common documentation problems
  • Workpaper retention-what and how long?
  • Samples of key workpapers will be included in the manual

DESIGNED FOR
Accountants in public practice.

FIELD OF STUDY
Auditing

PREREQUISITES
None

COURSE PRODUCER
Loscalzo Associates

CPE CREDITS
2.0

LEVEL
Basic

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