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
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
1
2
151
Auditing & Assurance
AdvancedITGC scoping and testing checklist (access/change/ops)
Generates an ITGC scoping approach and detailed testing checklist for access management, change management, and IT operations. Helpful for integrated audits and SOX compliance.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
43
Auditing & Assurance
BeginnerWorkpaper indexing and cross-reference map for an audit file
Creates a workpaper index, naming convention, and cross-reference map that ties procedures to conclusions. Useful for audit teams improving review efficiency and consistency.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
49