What's new - OnPoint PCR 02-2019

Here is a listing of what's new for the February 2019 release of OnPoint PCR.

Tax Export

  • OnPoint PCR now provides tax export functionality compatible with Intuit's LacerteĀ© Tax.

  • Functionality is available for Corporations, S Corporations, and Partnerships and includes common tax forms related to each entity type.

Ratio Analysis

  • Common ratios used in analytical procedures have been integrated into the Analysis tab of most fieldwork documents for review engagements.

  • Ratios are automatically calculated based on defined accounts and account groupings using amounts from the trial balance.

Presentation and Disclosure Checklist

  • Expanded to include additional presentation and disclosure requirements and guidance from recently issued, or soon to be effective, FASB Accounting Standards Updates (ASUs).

  • See the Guidance section of the Presentation and Disclosure Checklist Optimizer for additional information about standards included in the checklist.

Review Inquiries

  • Client inquiries included in the review engagement fieldwork documents have been updated to be consistent with the latest release of the AICPA Guide, Preparation, Compilation, and Review Engagements.

  • Many of the inquiries have been phrased as open-ended questions allowing for more thorough client responses.


  • Adjustments now display the period and year in which the adjustment was made.

Analysis charts

  • Decimals are now supported in Analysis charts. The decimal settings in the ratio table are applied in the chart.


  • To get a better feel of what your deliverables will look like, the application now uses the same font that's configured for the deliverables in content authoring.

Bulk Print

  • All documents comprising the Presentation and Disclosure Checklist may now be printed as a group, rather than as single documents.

Carry forward

  • There is now a badge counter on the Carry Forward icon. The badge counter shows the number of items that can be carried forward.

Dynamic tables

  • Column headers now repeat on subsequent pages when you manually insert page breaks in the dynamic table.

  • Dynamic content is available in column headers. You can now include dynamic text and formulas in column headers.

  • The way symbols are displayed has been improved and column headers have been added. Symbols now appear on a separate line under the header text.

  • You can now undo and redo actions when editing a dynamic table.

Formulas and engagement glossary terms

  • You can now view the condition that generated the output text.

  • Additional address fields are available in formulas for more flexibility. You can now arrange the address information to comply with your regional format specifications.

Letters, memos and financial statements

  • Letters and financial statements now include an indicator of the number of unset placeholders in the document.

  • Document sign-off now validates placeholder fields and text. If there are unset placeholders in the document, you get a warning message before you can proceed with the sign-off.


  • You can now insert formulas in the query text.

  • You can now see the due date of the query in the engagement.

  • The term Procedure has been replaced with the term Query.

  • The name of the responder and the timestamp of the response are now displayed for all response types.

  • Sorting is now available in the Query Dashboard. You can sort queries in ascending or descending order based on status, due date, progress and name.

  • You now get a confirmation message once you send a query.

Query dashboard

There is now a centralized view of the engagement queries. At the Query Dashboard, you can view a list of all the visible queries on the engagement. The list shows brief information about each query.