Price:
R1150.00 (VAT Incl.)
Level:
Accounting Professionals
Sub-level:
Legal Practitioners Trust Accounts
Lecturer:
Tristan David-Crewe White
Duration:
390 Minutes
Additionals:
R1150.00 (VAT Incl.)
Level:
Accounting Professionals
Sub-level:
Legal Practitioners Trust Accounts
Lecturer:
Tristan David-Crewe White
Duration:
390 Minutes
Additionals:
CPD Assessment
Certificate
Certificate
Lesson Outline
Attorney / legal practitioner trust account audit engagements can be carried out on CaseWare’s Cloud platform, which allows you to document your audit working papers on a cloud-based methodology.
We break down the engagement per phase, and this session looks at the execution / fieldwork phase of the audit, including what Rules of the trust account need to be tested in what document, and a simplified explanation of the Rules and how to approach them for audit.
Content:
- Simplify the Rules that affect the trust account
- Identify what procedures address what Rules, and which documents contain the appropriate procedures
- Identify what documents within the template pertain to execution phase and how to complete them
- Will discuss approaches to testing the Rules and matter files