Send initial client queries
This topic applies to 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.