Report Guide Sheet

 

Report Guide Sheet                                                                                                                                             

Client Name:

 

Engagement Date:

 

Client #

Partner:

Manager:

In-Charge:

ÿ  Financial Statements

ÿ   Graphs/Presentation

ÿ  Management Letter

ÿ   Other

Report
Review

 

Initials

Date

In-Charge

 

 

Manager

 

 

Engagement Partner

 

 

Second Partner

 

 

Hold
Items

Description

Cleared By

Date

 

 

 

 

 

 

 

 

 

Report
Priority

Proforma Due Dates:

F/S                                                      

Graphs                                            

Need Revisions By_______  ______  ______  ______  ______  ______  _____  ______  _____

Draft Due Dates:

F/S                                                      

Graphs                                            

Deadline for Bound Copies to Client                                                                                                                       

Report
Processing

 

Initials/Date Each Time Done

Typed By

 

Spell Checked By

 

Proofed & Footed By

 

Bound By

 

Typist’s Notations:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  

File Name:                                                                                                                                                                                                                         

                                                                                                                                                                                                                                           

                                                                                                                                                                                                                                           

 

Final
Release

 

Number

Date

Bound Reports

 

 

Printers’ Proofs

 

 

Reviewed and Released By

 

 

Notations or instructions                                                                                                                                                                                              

                                                                                                                                                                                                                                           

                                                                                                                                                                                                                                           

                                                                                                                                                                                                                                           

 

Click filename below to access file

Report_Guide_Sheet.doc




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