14 articles in this category
Setting up your CPA office profile
Brand your firm, add your engagement-letter template, configure roles, and connect your stamp/signature.
Creating a new engagement
Set up a new Local Content audit engagement: entity, period, sector, team, and engagement letter — with the validations that block bad inputs upfront.
Onboarding the client and inviting users
Map the right client people to the right sections (Finance, HR, Procurement) so requests reach the person who actually has the data.
Importing data — the two ways
Excel template upload or manual entry. When to use each, and how Local Check validates them.
Stage 3 — Importing income lines (local vs export)
Capture the audited revenue split, drive the export-coverage sample, and reconcile to the income statement.
Stage 4 — Importing the monthly labor grid
Build the employee × month × component matrix that drives §3 — including Saudization, allowances, and the GOSI bridge.
Stage 5 — Importing the supplier ledger
Load the AP ledger, classify each supplier, and let the platform enforce the 70% / top-40 / 80-supplier coverage rule.
Stage 6 — Capacity building, R&D, and supplier development (§5)
What qualifies as Saudi training, R&D in-Kingdom, and supplier-development spend — and how to evidence it.
Sampling — Auto-Select and the materiality threshold
How Auto-Select fills each sample-analysis widget, the universal Min(40, ⌈20%⌉) rule, the materiality input, and how coverage is reported.
Requesting and tracking evidence (Provided-By-Client list)
How the Provided-By-Client (PBC) list works — single requests, bulk Provided-By-Client uploads, deadlines, reminders, and the cross-link to sampling rows.
Inquiry channels — Client Tasks (external) vs Review Points (internal)
Local Check does not have a separate "clarifications" feature; instead it splits inquiries into two purpose-built channels — Client Tasks (anything the client must answer) and Review Points (internal CPA workpaper notes).
Stage 7 — Running AUP procedures
How the AUP module pulls evidence from your engagement data, drafts an answer, and lets you accept or refine it.
Review points, partner sign-off, and locking the report
How to run the manager → senior → partner review chain, and what locking actually does to your data.
Stage 8 — Exporting the final PDF and Excel
Generate the submission-ready files and understand which template each export follows.