Adding or Removing Sign-offs

In Tax or Attest 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.

Notes:

  • 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. 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 Axcess Staff Manager.

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. Locate the workpaper, leadsheet, report, or Knowledge Coach form on the Engagement View.
  2. Click in the column that corresponds with your role.

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. Locate the workpaper, leadsheet, or report on the Engagement View.
  2. Click next to the date for your sign-off
  3. 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.