Complete the FSA checklists

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You need to complete the checklists you have designated as material when you imported the client’s data. Each checklist relates to a specific financial statement area (FSA) to help identify key audit risks in the engagement.

To help complete the procedures in an FSA checklist, refer to the Analysis tab. Each FSA checklist has an Analysis tab that consists of widgets that provide a visual representation of data for the financial statement area, related accounts and relevant ratios.

Accounts and Related accounts widgets.

Overview and Ratios widgets.