Send initial client queries
Content in this topic requires OnPoint Audit.
Complete1-300Q Financial data and general entity information. Use this document to request:
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Preliminary trial balance data and general ledger data.
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Permanent file documents, such as articles of incorporation and organizational charts.
Complete 1-500Q Initial client queries and responses. Use this document to request:
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Key client information, such as the business description and industry.
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Documents such as related party contracts, investments and controls documentation.
