Send initial client queries

Content in this topic requires OnPoint Audit.

Complete1-300Q Financial data and general entity information. Use this document to request:

  • Preliminary trial balance data and general ledger data.

  • Permanent file documents, such as articles of incorporation and organizational charts.

Complete 1-500Q Initial client queries and responses. Use this document to request:

  • Key client information, such as the business description and industry.

  • Documents such as related party contracts, investments and controls documentation.