Service Organizations (516)

See Common Checklist Features for information on common checklist features.

Number	Name	Description
	Template Options	Please see template options for more details.
	Note Folders	Click on the folders to view the terminology definitions and additional accompanying notes.
	Service organizations	Add a line for each related Service Organization to be considered. Selecting Y for the SOC report question will generate checklists (Part A, B and D) below for that service organization. Each service organization will have its own separate checklists generated below. Up to 15 service organizations are supported
	Part A and B	Procedures related to Part A and B will reveal themselves here automatically depending on how certain procedures are responded to. As mentioned above multiples of each procedure set can be generated when multiple service organizations are present in the Part A (Section 1) table at the top. Section 2-3, 5-8, and 13-12 shows when the Part A (table at the top) is set to 'Y' for a service organization. Section 4 shows when Procedure 5 Section 3 Conclusion is set to 'Y'. Section 9 shows when Procedure 3 (Conclusion) in Section 2 is set to 'Y' Section 10 shows when Procedure 3 (Conclusion) in Section 9 is set to 'Y' Section 11 shows when Procedure 3 (Conclusion) in Section 2 is set to 'N'. Section 9-10 are hidden.
	Show/Hide Service Organization	If multiple service organizations are being used. This button can be used to hide procedure sections for each organization to help shorten or declutter the checklist.
	Conditional Procedures	With certain procedures at the end of each section, additional procedure text will generate depending on whether the preparer picks 'Y' or 'N" for the procedure
	Part C - SOC Report controls	The procedures related to SOC report controls (Part C) can be found at the bottom of the 516 checklist. Like the service organizations table at the top of 516, each relevant Service organization will need to be entered here. Selecting 'Y' for the applicability of controls to the Audit (3rd column) will generate a corresponding Part C checklist for that service organization below.
	Part D - Conclusion	Conclusion area. You will need to indicate an SOC is being used in Section 1 to have the Part D area to show.

For information purposes, the following procedures correspond to the original CPA document as outlined below:

CPA Document	Jazzit Document
Part A	Part A
Section 1 - Procedures 1-2	Section 1
Section 1 - Procedures 3-7	Section 3 - Procedures 1-5
Section 2 - Procedures 8-11	Section 4 - Procedures 1-4
Section 3 - Procedures 12	Section 5 - Procedures 1
Section 4 - Procedures 13-14	Section 6 - Procedures 1-2
Section 5 - Procedures 15	Section 7 - Procedure 1
Section 5 - Procedures 16-17	Section 8 - Procedures 1-2
Part B
Section 1 - Procedures 1-3	Section 2 - Procedures 1-3
	Part B
Section 2 - Procedures 4-6	Section 9 - Procedures 1-3
Section 3 - Procedures 7-10	Section 10 - Procedures 1-4
Section 4 - Procedures 11-12	Section 11 - Procedures 1-2
Part C	Part C
Part D	Part D