Create an Audit Checklist

Audit checklists help you track every step of an engagement. Choose a template to pre-populate items, or start with a blank checklist and add your own.

Steps

1. Go to Audit → Checklists in the sidebar.
2. Click New Checklist.
3. Fill in the details:
   • Client — select the business this checklist is for.
   • Name — give the checklist a descriptive title.
   • Template — choose from:
     • VAT Audit — pre-loaded with VAT compliance steps.
     • Financial Statement — covers standard financial statement audit procedures.
     • Internal — internal audit checklist items.
     • Compliance — regulatory compliance checks.
     • Blank — start from scratch.
   • Description (optional) — add context or scope notes.
4. Click Create Checklist.
5. Checklist items are pre-populated based on the selected template. Add, edit, or remove items as needed.

Tips

• Templates save time — customize them after creation to fit the specific engagement.
• Use the Blank template when you need a fully custom checklist.
• Each checklist is tied to a single client for clear organization.