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Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Meeting Documentation Requirements in Your Workpapers (MDR2)

2-Hour Program

WHY ATTEND THIS COURSE?

Various standard-setting bodies have expanded the requirements for both workpaper preparation and retention. This, coupled with recurring documentation deficiencies noted in peer review, increases the importance of adopting best practices for engagement documentation.

DESIGNED FOR...

Accountants in public practice.

OBJECTIVE

Participants will be able to prepare workpapers for compilations, reviews, and audits that meet professional standards.

MAJOR SUBJECTS

  • What workpapers must be prepared in a preparation service, compilation, or review
  • Audit documentation required by AU 230 and the risk assessment SASs
  • Common documentation problems
  • Workpaper retention—what and how long?
  • Samples of key workpapers will be included in the manual

COURSE ACRONYM: MDR2

PRESENTATION METHOD: Group-live

LEVEL OF KNOWLEDGE: Basic

PREREQUISITES:

  • None

ADVANCE PREPARATION: None

FIELD OF STUDY: Auditing

RECOMMENDED CPE CREDIT: 2 hours


CPE Sponsor icon

SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.