Financial Reporting Audit

Execute an evaluation of the operating effectiveness of internal controls in the external financial reporting process and related sub-processes.

Template Contents

Audit

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Financial Reporting Audit in the Workiva Platform

The easiest way to simplify your external financial reporting audit.

The template allows audit teams to initiate and execute an audit of the external financial reporting conducted by their organization.

Complete with comprehensive audit procedures that teams can follow to cover the full financial reporting process, the template spans the creation of the following:

Earnings Release
Quarterly Financial Statements
Annual Financial Statements
Disclosures pertaining to debt compliance.

Teams can modify this dynamic template to suit user scope and financial reporting process.

Key Features

Defined audit procedures
Pre-populated audit test steps for each identified audit procedure
Ability to track progress for each procedure
Dynamic format with the ability to add or remove procedures

Financial Reporting Audit is the property of AuditNet®.

Workiva disclaims all warranties as to the accuracy, completeness or adequacy of information contained in the AuditNet® Financial Reporting Audit Template, or for interpretations thereof. Workiva accepts no liability or responsibility to the user for the selection of materials from the AuditNet® content or for reliance by any user or reader of such information.

The content provided on this website does not, and is not intended to, constitute legal, accounting, tax, investment, compliance, or other professional advice and services; instead, all information, content, and materials available on this site are for general informational purposes only. The content on this posting is provided "as is;" no representations are made that the content is error-free or up to date.

Compatible Solutions

To use this item, your organization needs to have purchased one of the following solutions.

Audit Management

Created By

Support and Documentation

Last updated 07/15/2021 ()

Frequently Asked Questions

Can I make changes to the template; e.g., add or remove sections or procedures?

Yes, the template is fully editable.

Is the template available in the SOX/Controls Management workspace?

No, this template is only available for the Audit workspace. We are working on generating SOX/Controls Management templates.

Can I access other audit templates beyond those listed in the "Audit from template" listing?

Yes, you can access additional audit templates from AuditNet. Please click on the following page for details: https://support.workiva.com/hc/en-us/articles/360042140452-Create-an-audit-from-a-template, or reach out to your Customer Success Manager for assistance.