Transition guide—OnPoint Audit 2025 template

With the Summer 2025 release, OnPoint Audit introduces a new template designed to align with Caseware’s broader platform standards. This guide will help you decide when and how to transition, understand what’s changed, and ensure a smooth experience for your team.

Your transition options

You now have two template versions to choose from when creating or carrying forward an engagement:

Template version	Description	Keeps customizations?
2024 (Fall)	Legacy template with your existing financial statement setup	Yes
2025 (Summer)	New template with updated industry content and platform alignment	No

Why adopt the 2025 template?

The 2025 template introduces:

• Expanded industry-specific content

• A standardized structure across Caseware platforms (Taxflow, DocuFlex, OnPoint PCR)

• Updated workflows and improved integration

All future content updates and enhancements will be available only in the 2025 template.

Warning: Customizations made to the Balance Sheet, Income Statement or Statement of Activities in your current 7-600 Financial Statements will not carry over to the 2025 template. Document any critical changes before proceeding with 2025.

Before you transition to the 2025 template

Ask yourself:

• Do you need the new industry-specific content?

• Are you ready to reapply your financial statement customizations?

If not, you may delay the transition and continue using the 2024 template.

Key workflow changes in the 2025 template

Area	What's new
Industry selection	Moved to 1-100 Engagement – Acceptance/Continuance
Expanded industry content	Investments/asset management Banking (Depository and lending) Healthcare (both for-profit and not-for-profit) Housing & Urban Development (both for-profit and not-for-profit) Insurance (both Statutory and GAAP)
Update Financial Groups Button	New feature in 1-200 Engagement Set Up to tailor financial groups based on industry. Note: Do not click the Update Financial Groups button until all three procedures have been answered. See the details in Complete the required procedures before updating financial groups.
Financial grouping structure	Updated default structure may result in unassigned accounts when carrying forward

How to transition to the new 2025 template?

When you're ready to begin using the new template, follow these steps to create or carry forward an engagement using the 2025 version.

Note: Existing OnPoint Audit engagements will not be affected or modified by the OnPoint Audit Summer 2025 release.

If you are carrying forward an engagement

If you are creating an engagement

Finalize the prior engagement Complete and review all procedures. Lock down the engagement if required by your firm's policy. Clean up the trial balance Remove unused accounts or mappings. Confirm that account groupings are accurate and up to date. Document customizations Export or note any financial statement customizations (for example, in 7-600) that you want to reapply in the new template. Back up key data Download a reference copy of the engagement if needed for audit trail or archival purposes. From the Entity page, click the engagement name to open the engagement dialog. From the More actions (...) menu, select Create Next Period's File. Complete the OnPoint Audit dialog as required. Refer to Complete the OnPoint Audit dialog.

From the Cloud menu (), select OnPoint Audit. Select the New button. The OnPoint Audit dialog displays. Refer to Complete the OnPoint Audit dialog.

Complete the OnPoint Audit dialog

1. While in the OnPoint Audit dialog, choose your client Entity by clicking the quick search icon ().

2. Enter a name for the engagement file and specify the year of the engagement.

   You can also:

   • carry forward data from an existing engagement by selecting the Carry forward data from dropdown. See Carry forward an engagement for more information.

   • copy an existing engagement from another entity by selecting Entity for source engagement and Source engagement.

   • select a Start Date and End Date for your engagement, enter budget information and add a description.

3. In Template version, select 2025 (Summer with new financial statements).

4. In the Preparer field, enter your name and select all staff assigned to the engagement from the drop-down list.

5. In the Reviewer field, enter other staff members' names as required. Select them from the list to assign them as a reviewer.

6. Select Save.

The engagement file automatically opens in your browser.

Complete the required procedures before updating financial groups

To ensure your financial groupings reflect the correct industry setup, complete these three procedures in the following order:

Location	Procedure
1-100 Engagement – Acceptance/Continuance	Financial reporting framework Select the industry that the entity operates in
1-200 Engagement Set Up	Balance sheet presentation

Use the Update Financial Groups button

Once all three procedures are complete:

While still on the 1-200 Engagement Set Up document, under the Trial Balance Import section, click Update Financial Groups.

FAQs

Q: Must I migrate now?

A: No. You can continue using the 2024 template and migrate when it suits your firm’s needs.

Q: What if I use the wrong template version?

A: You may encounter compatibility issues or missing features. Always verify the version before starting.

Q: Can I revert to 2024 after starting with 2025?

A: No. Once you begin with the 2025 template, reverting is not supported.

Q: What if I press the Update Financial Groups button too early?

A: You may need to start a new engagement to ensure correct financial groupings.