Beginner
Subsequent events scan plan: sources, questions, and documentation
Creates a subsequent events search plan and documentation template. Useful for audits and reviews to ensure consistent coverage of post-period developments.
Create a subsequent events search plan for {client_name}.
Inputs:
- Period end: {period_end_date}
- Report issuance date target: {issuance_date}
- Key areas of risk: {key_risk_areas}
- Governance cadence (board meetings): {governance_schedule}
Output:
1) Information sources checklist (minutes, legal letters, bank statements, press releases, etc.).
2) Inquiry questions for management by risk area.
3) Documentation template: event description, date, type (recognized/nonrecognized), financial statement impact, disclosure.
4) Wrap-up step: representation letter points to include.
Keep it aligned with audit standards and practical.Related Prompts
Auditing & Assurance
BeginnerLead schedule builder with rollforward and tickmark legend
Builds a lead schedule template for a balance sheet account with rollforward, tie-outs, and tickmark legend. Useful for seniors preparing organized audit support.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Auditing & Assurance
IntermediateAudit finding memo: condition, criteria, cause, effect, recommendation
Drafts a clear audit finding memo using the 5C format and proposes remediation. Useful for internal audit and external audit communications.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Auditing & Assurance
IntermediateAudit planning memo: scope, materiality, and timeline
Drafts an audit planning memo with scope, key risks, materiality, and a fieldwork timeline. Built for audit seniors/managers who need a review-ready planning document quickly.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2