About Checklists

There are two types of checklists in AutoCheck:

• Tailoring checklists contain questions that help AutoCheck determine which disclosure checklists are needed for your audit. As you submit answers to the tailoring questions, additional tailoring questions and disclosure checklists are added as needed.
• Tailoring checklists have arrows next to them in the navigation pane and in the Overview view when disclosure checklists have been added for them. Click these arrows to view or hide these additional checklists.

  Note: The tailoring questions must be completed and have no open diagnostics before you can access the disclosure checklists.

• Disclosure checklists are listed beneath the tailoring checklists. They list the specific requirements, information, or items that are needed for the financial statement, as determined by your answers to the tailoring questions and other disclosure checklists. Some items in a disclosure checklist might contain links to further information.

  Note: You must have a subscription to CCH® Accounting Research Manager to access the information linked from the disclosure checklists.