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