Plan, perform and close the statutory audit on one file: acceptance and independence, materiality from the trial balance, the risk register and the audit programme it drives, the query sheet, working papers, CARO 2020, the MRL and the SA 700 report, with every change on the firm's audit trail and the file locked on sign-off.
| Phase | Status | Open points | Signed off |
|---|---|---|---|
| Planning | Done | 0 | CA R. Sharma |
| Fieldwork | In progress | 7 | |
| Query sheet | 12 sent · 5 open | 5 | |
| Completion | Not started |
The trial balance mapped to Schedule III, materiality benchmarks, the SA 315 risk register by line item and the SA 330 programme generated from it.
Each procedure with its evidence and conclusion; misstatements flow into the summary of unadjusted differences (SA 450).
Every open point raised with the client in one sheet: who asked, who answers, by when, and the reply, printed for the client in one click.
The management representation letter (SA 580) drafted from the file, with the clauses this audit needs and the annexures.
Going concern (SA 570), subsequent events, the opinion decision tree (SA 705/706) and the closing memorandum.
Acceptance, independence, EQCR, reviewer sign-off on every procedure and CARO clause, cold-file reviews, and a locked file after sign-off (SA 230).
Illustrations with sample data.
One screen for the whole file: where each phase stands and what needs the partner.
| Phase | Status | Open points | Signed off |
|---|---|---|---|
| Planning | Done | 0 | CA R. Sharma |
| Fieldwork | In progress | 7 | |
| Query sheet | 12 sent · 5 open | 5 | |
| Completion | Not started |
Points for the client, with the reply and the working paper they close.
| # | Query | Area | Due | Status |
|---|---|---|---|---|
| Q-04 | Confirmation of trade receivables over Rs 5 lakh | Receivables | 24 Oct | Awaited |
| Q-07 | Board minutes approving the term loan | Borrowings | 22 Oct | Received |
| Q-11 | Stock count sheets as at 31 March | Inventory | 26 Oct | Awaited |
Drafted from the file for the client to sign on letterhead.
| Clause | Included | Why |
|---|---|---|
| Completeness of records (SA 580.11) | Yes | Always |
| Going concern plans (SA 570) | Yes | Losses in two years |
| Related party transactions (SA 550) | Yes | 3 parties on the file |
Your team signs in once, at cataskpro.com, and opens AuditPro from the Services page without signing in again. Roles: Partner, Staff and Read only, each with the sections set for them in CA Task Pro's User Permissions: planning and QC, trial balance and risks, the query sheet, the programme and working papers, the MRL, CARO and the report, and quality monitoring.