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
