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How to remove Promises to give audit area

Jay Hite

How do I remove promises to give as a significant audit area in guided assurance/engagement manager?  I have gone into the properties for audit areas and I am unable to deselect promises to give. This nonprofit does not have promises to give as it is an Association of General Contractors that does not receive any donations. It only has the ? where I should be able to deselect the option or select it if it was applicable. It says The audit area cannot be removed from the engagement while it has identified risk associated with it. This is a new audit that I set up as a new audit and not with a template. Any advice would be appreciated

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  • +1
    Thomson Reuters Thomson Reuters staff member

    Hi Jay,

    To remove "Promises to Give" from your engagement's significant audit areas, follow these steps:

    1. Open Engagement Manager and locate the engagement you want to update.
    2. In the left navigation, select Manage > Guided Assurance Properties.
    3. Click Edit Engagement Setup, then select Continue.
    4. When you reach the audit areas step, find "Promises to Give" in the list and deselect it.
    5. If any related setup questions appear, update your answers accordingly (for example, changing "Yes" to "No" to indicate the area is not significant).
    6. Click Done to save your changes.

    You'll receive a confirmation message that the engagement edit was successful. Close the wizard and return to Engagement Manager to continue working with the updated engagement.

    if this does not resolve your concern, you may reach out to support for further assistance. Thank you

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  • +1
    Thomson Reuters Thomson Reuters staff member

    Hi Jay,

    To remove "Promises to Give" from your engagement's significant audit areas, follow these steps:

    1. Open Engagement Manager and locate the engagement you want to update.
    2. In the left navigation, select Manage > Guided Assurance Properties.
    3. Click Edit Engagement Setup, then select Continue.
    4. When you reach the audit areas step, find "Promises to Give" in the list and deselect it.
    5. If any related setup questions appear, update your answers accordingly (for example, changing "Yes" to "No" to indicate the area is not significant).
    6. Click Done to save your changes.

    You'll receive a confirmation message that the engagement edit was successful. Close the wizard and return to Engagement Manager to continue working with the updated engagement.

    if this does not resolve your concern, you may reach out to support for further assistance. Thank you

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