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PEG Audit

What is PEG Audit?

What's New

  • New in PEG Audit

  • Release updates

  • Known issues

Release History

  • PEG Audit Spring 2025

  • PEG Audit Fall 2024

  • PEG Audit Market Release

Get Started

  • Get started - Administrator

  • Get started - Staff

  • Get started - Contact

Planning

  • Start the engagement

  • Plan the engagement

  • Perform the acceptance and continuance

  • Collect the initial information and documents from the client

  • Import the client's data

  • Define materiality

  • Request a review and signoff

Risk Identification and Assessment

  • Identify preliminary analytical procedures

  • Add identified risks

  • Modify and review risks

  • Add identified controls

  • Modify and review controls

  • Assess financial statement risks

Risk Response

  • Document the audit response to assessed risks

  • Review and complete the work programs

  • Add custom form worksheets

  • Review work programs and checklists using Review Tools

Completion

  • Provide the summary of misstatements

  • Prepare the financial statements

  • Export GIFI data

  • Wrap up the engagement

  • Lock down the engagement

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In this article
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  • Español
  • Frequently asked questions
  • User roles and permissions
  • Configure optional claims (Entra ID)
  • Generate the Reply URL (Entra ID)
  • Copy the metadata endpoint (Entra ID)
  • Get started with Caseware AiDA (Working Papers)
  • Complete the OnPoint Audit dialog
  • Index
  • New in Caseware DocuFlex
  • https://portal.cpa.com/aa/das
  • What is OnPoint DAS?
  • English (Canada)
  • Review interim financial information
  • Integrated audits
  • Complete the engagement setup procedures
  • Perform the acceptance and continuance
  • Get started with Cloud API
  • Common use cases
  • Perform the acceptance and continuance
  • Dashboards and Tracking
  • Activities
  • Sherlock API
  • Query syntax in GET requests
  • English (US)
  • Q
  • Start the engagement
  • Planning
  • Perform fieldwork
  • Audit strategy
  • Integrate single sign-on with ADFS
  • Integrate single sign-on with Okta
  • Integrate single sign-on
  • Caseware Audit International
  • Home
  • Index
  • Plan the engagement
  • Upload files to an entity
  • Files
  • English (US)
  • Process details
  • Subledger details
  • Additional details
  • Account details
  • Transaction details
  • Understand the general ledger dataset
  • https://portal.cpa.com/aa/onpoint-pcr
  • Carry forward an engagement
  • Get started with central planning
  • Create and set up an engagement file
  • Get started with Caseware Cloud Connector
  • Manage the engagement documents
  • Add or remove a link in text sections in the financial statements
  • Add or edit a calculation in table cells in the financial statements
  • Customize financial groups
  • Import and manage data
  • English (US)
  • Insert data using MS Excel formula dialog with Cloud Connector
  • Insert data using the Cloud Connector pane
  • Troubleshooting
  • Bestanden
  • Built-in roles
  • Manage access for Caseware Cloud apps
  • Assign or reassign work
  • Get started - Staff
  • Get started - Firm Administrator
  • New in OnPoint Audit
  • Get started with Caseware PBC
  • Get started with Cloud Connector
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