Is it possible to create a report to my auditor?

Yes, in Report Center, you can create the Report to auditor. When you select this, a pdf file will be created that you can use to send to your auditor. The following will be included as default:

  • Cover page
  • Income statement (with accounts)
  • Balance Sheet (with accounts)
  • Comments from Recon BS and Analysis IS
  • Appendices
  • Main appendices
  • Sub-appendices (Reconciliation BS and Analysis IS)
  • Summaries of salaries
  • BS/IS checklist with comments
  • Closing entries
    • Not transferred
    • Transferred
    • Not applicable for transfer
  • Annual report with comments

The report will be will be saved to the downloads folder on your PC and will be named report-to-auditor-[company-name]-[year].pdf.

Read more in Report center.

Search words: auditor's login, auditor, auditor's report, report to auditor