Adding or Removing Sign-offs

In Pro engagements you can sign off on a workpaper, leadsheet, or report as a preparer, as a reviewer, or as a second reviewer. In a Knowledge Coach engagement, you can do the same for Knowledge Coach forms. An unlimited number of people can sign off in each of those roles.

Note s :

  • The preparer must sign off before a reviewer can sign off. However, the first and second reviewer can sign off in any order.

  • You can sign off on a Knowledge Coach form either in the engagement view or when viewing the form itself.

  • Some Knowledge Coach forms also allow you to sign off on form sections. The sign-off functionality is the same as for the whole form. The only difference is that the sign-off circles are located in the relevant section of the form.

After sign-off, the name of the person who signed off displays in the column for their sign-off role on the Engagement View page. The date the sign-off was given displays beneath the staff name.

Note: The staff name comes from the Report Name fields in the staff member's profile in CCH iFirm user settings.

Sign-offs made by one user are immediately visible to other users. It is not necessary to refresh the page to update the sign-off status.

Note: Signing off on a leadsheet does not lock the leadsheet. If, after sign-off, there are changes to the trial balance that affect a leadsheet, the leadsheet is updated and the sign-offs remain in place.

ClosedSign off on a workpaper, leadsheet, report, or Knowledge Coach form.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper, leadsheet, report, or Knowledge Coach form on the Engagement View page.
  3. Click in the column that corresponds with your role to add you sign-off.

ClosedRemove your sign-off from a workpaper, leadsheet, report, or Knowledge Coach form.

A sign-off can be removed only by the person who provided the sign-off. Reviewer sign-offs must be removed before the preparer sign-off can be removed.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper, leadsheet, report, or Knowledge Coach form on the Engagement View page.
  3. Click next to the date for your sign-off.
  4. Click Confirm.

Tip: You can review all the sign-offs that have been applied to this item in one place by opening the Sign-off Details pane. Click in the Actions column for the workpaper, leadsheet, report, or Knowledge Coach form, and then select Sign-off Details. You can also add or remove sign-offs in this pane. Click to add a preparer or reviewer sign-off, or click to remove a sign-off.