IndiaAuditLens
Generate reporting outputs and assess documentation readiness
Use Reporting for versioned working papers and available output packages. Use Engagement Documentation Readiness for a read-only weighted view of file completeness. Neither dashboard is a substitute for the reviewer…
By IndiaAuditLens product team · Updated 2026-08-03
Before you begin
Open the correct engagement and confirm that source data, workpapers, findings, and review points are current. Resolve or clearly assign material outstanding work. Confirm who is authorised to review, sign, complete, export, or archive the file. Keep the final evidence and approved output destination ready.
Review Reporting status
Open Review → Reporting. Review task progress, total findings and those closed as reported in the audit report, quantified impact and the Supporting documents count (attached to findings, to audit areas and, where any remain, not attached). Supporting documents need no review, so no review counts are shown. Scan progress by phase, findings by risk level and by status (a closed finding is counted under the outcome it was closed with), and checklist progress. Open the source screens for incomplete/unsupported items; do not change an outcome solely to improve the percentage.
Generate and download the Audit Working Paper
Confirm the trial balance is imported/classified/mapped and tie-outs reviewed. Under Working Paper (Excel), click Generate Audit Working Paper (Excel) once. Wait for completion; use Refresh if the row remains Generating. Verify version, status, mapped/total accounts, Balanced state, author and generation time. If Balanced = No, open the workbook and resolve the source reconciliation rather than treating the workbook as final. Click Excel on a completed version and retain the reviewed artifact.
Download available reporting outputs
Review each Export Actions card and its eligibility message. Eligible managers/partners can download the Workpaper/peer-review ZIP once the engagement has reached the required status. Its folder 09Supportingdocuments files the Workpapers tab's documents in one folder per finding or audit area they support (Notattached for older documents that name neither). For a tax-audit engagement, download the supported Form 3CD PDF/Excel output and review every clause. Generation/export does not constitute portal filing. Download Findings export and INDEX.pdf as needed. Inspect every file, preserve…
Assess engagement documentation readiness
This tab is available to manager/director/partner-level engagement users.
Open Review → Engagement Documentation Readiness. Read overall score and verdict: Ready, Needs Attention or Not Ready. Review all seven category cards and prioritise weak, heavily weighted areas. In Gaps Requiring Attention, work HIGH before MEDIUM and LOW. Open each source—tasks, audit areas (or, off the audit programme, workpapers), checklists, risk, materiality, letters or other mapped documentation—and complete/review it. Return and refresh/reopen to see the recalculated state.
The score uses product-defined denominators and weights. On an engagement that uses the audit programme, the 15% working-paper category is Audit areas signed off, because each audit area's page is its working paper; an engagement not on the programme shows Workpapers instead (reviewed workpapers, leaving out papers generated before 14 Oct 2026). Supporting documents are counted on the tab but not scored. A category with nothing recorded scores 0, and Risk expects a minimum population. Interpret the underlying completed/total values and gaps, not only the headline percentage.
Expected result
Generated outputs are complete, balanced and reviewed; access/status gates are respected; the documentation-readiness score is traced to real source gaps; and no dashboard/export is used as a standalone completion conclusion.