Customize content in the financial statements

As a member of the engagement team, you can modify the financial statements document for your engagement file. Once you've made your changes, your reviewer can look at the document and verify that it is ready to be finalized to the client.

You can customize your financial statements content to meet internal requirements or specific client requirements and prepare your financial statement for printing and archiving. To view guidance information see, View guidance information in the financial statements.

To start customizing the content, open your engagement file and select Documents from the top menu. Select the desired financial statement to open it.

For detailed instructions on customizing content in the Global Statutory Reporting financial statements, see the following topics:

Content Management