Account application review

Step by step

1. Prepare application Accounting Preparer

   Accounting Preparer works from the current parent record. Record the parent, organization and draft revision.

   • Record the parent, organization and draft revision.
   • Updates Return working papers, Accounting documents

2. Add evidence Accounting Preparer

   Accounting Preparer works from the current parent record. Attach the supporting record to the parent.

   • Attach the supporting record to the parent.
   • Updates Record attachments, Accounting documents

3. Submit application Accounting Preparer

   Accounting Preparer works from the current parent record. Freeze the submitted revision.

   • Freeze the submitted revision.
   • Updates Return working papers

4. Review application Accounting Reviewer

   Accounting Reviewer works from the current parent record. Record an independent approval or rejection on the submitted revision, with supporting evidence and a decision row before the status changes.

   • Record a decision on the submitted revision before status changes.
   • Updates Return working papers, Review decisions
   ApprovalA person approves before the work moves on.

5. Verify completion Accounting Reviewer

   Accounting Reviewer works from the current parent record. Check the provider application reference and authority before Completed.

   • Check the provider application reference and authority before Completed.
   • Updates Return working papers

Accounting Preparer

Owns preparation and provider follow-up.

Accounting Reviewer

Owns independent decisions and reconciliation.

Auditor

Reads the retained evidence.

App Administrator

Maintains organization membership and counterparties without taking over reviewer authority.