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OnPoint Audit

What is OnPoint Audit?

What's New

  • New in OnPoint Audit

  • Release updates

  • Known issues

Release History

  • OnPoint Audit August 2024

  • OnPoint Audit Annual Tax Export and Content Updates 2023

  • OnPoint Audit Not-for-profit 2023

  • OnPoint Audit Spring 2023

  • OnPoint Audit Winter 2022

  • OnPoint Audit Fall 2022

  • OnPoint Audit Summer 2022

  • OnPoint Audit Spring 2022

  • OnPoint Audit Winter 2021

  • OnPoint Audit 21.1.0

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

  • Get started - Contact

  • Transition Guide - OnPoint Audit 2025 template

Planning

  • Start the engagement

  • Perform the acceptance and continuance

  • Complete the engagement setup procedures

  • Review and send the engagement letter

  • Edit the OnPoint Audit engagement letter

  • Send initial client queries

  • Import client's data

  • Implement fund reporting

  • Complete the Allocation overview worksheet

Risk Assessment

  • Perform risk assessment

  • Perform assessment of the controls environment

  • Add a control

  • Controls report

  • Determine materiality

  • Financial statement areas worksheet

  • Audit strategy

  • Communication with Those Charged with Governance (TCWG)

  • General audit procedures

Fieldwork

  • Perform fieldwork

  • Accounting estimates

Conclusion

  • Completion

  • Tax export codes

  • Perform a tax export

  • Archive and lock down the engagement

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  • Home
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  • Group audit overview
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