Harbor & Blake LLP · Confidential
Workpaper binder index
Export / permanent file · Summit Ridge sampleIllustrative table of contents from a firm-branded print package. In the product, filters (Exclude N/A, Critical only, With activity) control which programs appear.
Permanent file — table of contents (excerpt)
| Index | Title | Series | Status |
|---|---|---|---|
| A-1 | Engagement acceptance & continuance | Planning | Signed |
| A-4 | Materiality determination | Planning | Signed |
| A-7 | Risk assessment | Planning | Signed |
| A-26 | Accounting estimates inventory | Planning | Signed |
| C-1 | Trial balance / lead mapping | TB | Signed |
| CA-1 | Cash reconciliation | Cash | Signed |
| AR-1 | Receivables testing | AR | Signed |
| AR-2 | AR confirmations | AR | Signed |
| INV-1 | Inventory testing | Inventory | Signed |
| PE-1 | Property & equipment | PPE | Signed |
| S-1 | Subsequent events | Completion | Signed |
| R-1 | Opinion formulation | Reporting | Signed |
| Z-1 | Completion checklist | Admin | Signed |
Package notes
- Firm logo and legal name print on cover and footers (Firm settings)
- Confidentiality footer configurable per firm
- Electronic preparer / reviewer stamps appear on completed worksheets
- Assist-only checkboxes are excluded from permanent-file print