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CCH Software User Documentation

General Planning Memorandum

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The system enables you to maintain a general planning memorandum, in which you can store details of events which have taken place during the year which have a bearing on the audit, and matters which have been considered during the course of the planning meeting.

If you are running Audit Automation on a network, or have it loaded on a series of stand-alone computers with the current data for each client loaded on a computer, you can use the general planning memorandum to keep a note of events as they take place during the course of the year. By doing this you are maintaining in a central place important information which you will need to consider when carrying out the planning of the client’s audit, and that information will be available to you during the planning session. To view the information, simply select the planning memorandum for edit and it will be displayed on the screen.

The general planning memorandum is stored with the client and is carried forward from year to year. After the end of the audit, when the client is balanced forward, you may edit the general planning memorandum to delete information which is not relevant to the next year’s planning meeting, and the memorandum may then be updated during the course of the year as described above.

To edit the planning memorandum, select [General planning memo] from the Documents menu.

If your system is set to use the internal word processor, the document will load and be displayed within the Internal Word Processor for editing. If it is set to use Word as your default word processor, Word will be loaded and the document displayed within that program.

You may now edit the information displayed, or delete it and retype that which is relevant to the current year. If you are using the internal word processor, to save the document and return from the Internal Word Processor, click on the [Exit] button and confirm that you would like your amendments saved. Full instructions on how to use the Internal Word Processor are set out from Click here. If you are using Word, use the functions of that program to save the document and either close or minimise it to carry on processing in Audit Automation. If you intend using tax documents later in the current session then you should minimise Word so that it will take less time to load the next document that you wish to work on.

If you wish to obtain a printout of the document, load the document as described above and click on the [Print] button. This will print the document exactly as it appears on the screen, with no heading or border. If you are using the internal word processor you may print the document with a heading and border, as part of the audit pack, the [Review/Print] option on the Planning menu, see click here.

As indicated, it is also possible to set Audit Automation to use Microsoft Word in place of the internal word processor. This is done using the File | System options form the Main window and is described in the System Manager's Manual. When Audit Automation is set to use Word, it will launch Word whenever any textual document is to be offered for edit and you may use all the features of that program in your documents.

Note: The General planning memorandum is implemented in all master packs as a checklist based approach is preferred.



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