Client correspondence (Queries)

When performing your engagement work, you may need to collaborate with a contact to retrieve additional information. The interaction between a staff member and a contact in queries can be summarized in the following figure.

To request information such as the trial balance, financial statements, taxation assessments, or general entity inquiries you can create and send a new query by selecting Create a document | Query.

After your contact provides the missing information, you’ll receive an email notification with their response. You can review their response and either accept or reopen the query.

To view a list of your queries, go to the Queries page.

To learn more, see:

1. Create a query document.

2. Send the query to contacts.

3. Respond to a query.

4. Review contact responses.

5. Reopen a query.

6. Complete a query.

7. View queries (the Query dashboard).