Report Guide Sheet
Client Name:
Engagement Date:
Client #
Partner:
Manager:
In-Charge:
ÿ Financial Statements
ÿ Graphs/Presentation
ÿ Management Letter
ÿ Other
Initials
Date
In-Charge
Manager
Engagement Partner
Second Partner
Description
Cleared By
Proforma Due Dates:
F/S
Graphs
Draft Due Dates:
Deadline for Bound Copies to Client
Initials/Date Each Time Done
Typed By
Spell Checked By
Proofed & Footed By
Bound By
Typist’s Notations:
File Name:
Number
Bound Reports
Printers’ Proofs
Reviewed and Released By
Notations or instructions
Report_Guide_Sheet.doc