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AuditDesktop enables you to make copies of your audit engagements. The Note section of the newly copied engagement will show that it is a copy, along with the date and time of its creation. This note can be changed later on if necessary.

To copy an engagement, perform the steps:

1. In active audit, open the Home tab and click the All button.

2. Select the engagement and click Copy button.

When copying, you can change the following parameters:

  • Change client in the new engagement - creates a new copy of the existing engagement for a selected other client. The combination of this option and the copy data options, enables you to use the engagement method that you have modified with other, similar engagements.
  • Use planned engagement as subsequent - copies data from an existing engagement to a planned one. This is possible because planned engagements do not have a loaded method and subsequently, they can use other engagement data.

Tip | Example of using planned engagements during copying

You can use the Use planned engagement as subsequent option when you wish to do intermediate audits for some clients. Thus, you can create your first audit as an engagement, and the rest as planned. When you complete a given audit, you can copy it and select the subsequent one. In this way, all data from the previous audit will be transferred to the new one.


In this section you can select what data will be copied in the new engagement. If you mark an option, its data will be copied, whereas if you unmark it, the data will be skipped.

Attached filesAll files attached to documents, questions, or steps.
Chart of accountsEntered chart of accounts. It affects the trial balance and the misstatements in accounts.
Checklist: Answers and notesAnswers to questions and their attached notes in checklists.
Documents: ConclusionsConclusions entered in documents.
Documents: Findings and recommendationsFindings and recommendations entered in documents.
Documents: InformationEntered information (comments, procedures applied, etc.).
Documents: Lead Schedule dataData entered in Lead schedule when using spreadsheet.
Documents: QuestionsEntered questions to the client, the team, from a previous or subsequent engagement.
AdjustmentsAll identified adjustments and adjusting journal entries.
Parameters: MaterialityThe determined materiality for the engagement.
Plan: TasksTasks connected with the specific engagement.
Risks: Control activitiesEntered control activities.
Risks: Risk registerIdentified risks.
Risks: Statement analysisSelected material items.
Statements: Income statementEntered income statement (initial and final).
Statements: SamplesStatement samples.
Statements: Statement of financial positionEntered statement of financial position (initial and final).
Statements: Transaction logTransaction log and its samples (depends on the Samples option).
Statements: Trial balanceEntered trial balances.
Statements: VAT logsPurchase log, Sale log, and Documents as well as their samples (depends on the Samples option).

To save time and effort, you can use these two buttons:

  • All - marks all options
  • None - unmarks all options

3. Once you are ready, click Copy so as to copy the selected engagement.