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PEG Audit

What is PEG Audit?

What's New

  • New in PEG Audit

  • Release updates

  • Known issues

Release History

  • PEG Audit Spring 2025

  • PEG Audit Fall 2024

  • PEG Audit Market Release

Get Started

  • Get started - Administrator

  • Get started - Staff

  • Get started - Contact

Planning

  • Start the engagement

  • Plan the engagement

  • Perform the acceptance and continuance

  • Collect the initial information and documents from the client

  • Import the client's data

  • Define materiality

  • Request a review and signoff

Risk Identification and Assessment

  • Identify preliminary analytical procedures

  • Add identified risks

  • Modify and review risks

  • Add identified controls

  • Modify and review controls

  • Assess financial statement risks

Risk Response

  • Document the audit response to assessed risks

  • Review and complete the work programs

  • Add custom form worksheets

  • Review work programs and checklists using Review Tools

Completion

  • Provide the summary of misstatements

  • Prepare the financial statements

  • Export GIFI data

  • Wrap up the engagement

  • Lock down the engagement

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In this article
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  • Rôles intégrés
  • Get started - Firm Administrator
  • Get started - Staff
  • Entities
  • Dashboards and Tracking
  • Activities
  • Settings
  • Firm settings - Caseware Working Papers
  • Built-in roles
  • Staff and Contacts
  • grouping structure
  • What is Caseware AiDA?
  • Attach documents to an engagement file
  • View and manage aggregated analytic test results in Analytics Hub
  • Manage analytic tests in the Analytics Hub
  • Document type (document_type)
  • Transaction details described
  • Import the client's data from a CSV or Excel file
  • Index
  • Get started - Firm Administrator
  • Get started - Firm Administrator
  • Index
  • Documents page
  • Prepare a CSV or Excel file to import transactions or subledger data
  • Import the client's transactions and other subledger data from a CSV or Excel file
  • New in Caseware Cloud
  • Get started - Firm Administrator
  • Roles and Permissions (Security)
  • Index
  • Index
  • Get started - Staff
  • What is OnPoint Audit?
  • Share files with users or groups
  • Get started - Firm Administrator
  • Parent group
  • Group properties
  • Define signoff roles
  • Index
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