Prepare financial statements

This feature is only available with products on the CaseWare Cloud Engagements platform.

To prepare a financial statement, go to the Documents page and select the financial statements document to open it. Some data already populates in the document as you set up your engagement, such as the cash flow statement and the trial balance data. You can review the existing information and make any necessary modifications or customizations.

Note: See Customize financial statements layout and Customize financial statements content for all the customization tasks related to financial statements.

For detailed instructions related to preparing financial statements, see the following topics: