Completing a Disclosure Checklist

Specific disclosure checklists are added beneath tailoring checklists as you complete the title's tailoring questions. The disclosure checklists are not accessible until all the tailoring questions have been answered and the diagnostics resolved.

Note: To help you stay abreast of disclosure requirements changes, the following features are available in each checklist:

• When there is a new version of a checklist, an Update Available button displays above the checklist. Click this button to update to the newest version. See Updating a Disclosure Checklist to the Latest Version for more information.
• The What's Changed tab lists the specific sections that were added or modified since the last update. See Reviewing Changes to Disclosure Requirements for more information.

Tip: You might need to expand the tailoring checklist to see the disclosure checklists that have been added. Clicknext to a checklist in the navigation pane or next to checklist in the main pane to see these added items.

To complete a checklist, do the following:

1. Open the client checklist.

   Note: If you are accessing AutoCheck from CCH Axcess™ Knowledge Coach, this step is not needed.

   1. If needed, click to open the All Clients page.
   2. Click the client's name in the list.

      Tip: You can use the Search box at the top of the All Clients page to find a specific client.

2. Click the link for the title you want to complete. You can click the link either in the navigation pane or on the grid in the main pane.
3. If needed, review the information on the What's Changed tab to learn what updates have been made to the disclosure requirements since the last update.
4. On the Disclosures tab, click answers in the Yes, No, N/A column to indicate if the item is present in the financial disclosure. If needed, you can also add information in the Comments box for each question.

   Tips: Links in the checklist's first column point to additional guidance that you can access if you subscribe to CCH® Accounting Research Manager®.

5. If needed, you can also do any of the following:
   • Add or respond to notes. Click Notes in the toolbar to open the Notes pane. See Working with Checklist Notes for more information.
   • Update the checklist. Click Refresh in the toolbar to ensure that the latest updates from other users are visible in the checklist.
   • Review diagnostics. Diagnostics display in red text on the checklist. See Reviewing Diagnostics for more information.
   • Discard changes. To undo all the changes that you've made to the checklist since the last time you submitted your changes, click Discard Changes on the toolbar.

     Warning: All unsubmitted changes you've made across all checklists for this client are discarded, not just the changes you've made in the current checklist. Discarded changes cannot be recovered.

6. Click Submit All AutoCheck Changes when you have completed the checklist.
7. Click Yes.