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Video instructions and help with filling out and completing What Form 8815 Audit

Instructions and Help about What Form 8815 Audit

Hi it's John Kelly in this module we are going to discuss using the audit checklist and as always we want to be efficient and effective follow of professional standards and document what we have done properly and this module will show you how all of those three things can be accomplished by using the audit checklist and this will also be useful for training staff if you're using the forms and once to have to understand how to do it this module will help with that too so for topics the big red X clearing the big red X which is the third thing we'll talk about have to complete this form annually and then a brief review of the sections as what's covered in this checklist now the big red X indicates that the checklist is incomplete there's also a statement that says checklist incomplete and that means that something is wrong and it needs to be fixed if you complete all the lines in the checklist then that completes or removes the big red X and the purpose of this is to know that logically at least all of the steps on all of the boxes are filled out and initialed you will note on the checklist that there is a yellow exclamation point and completing the line successfully turns the yellow exclamation point to a green check and when you clear the very last line then the big red X will disappear and at the end there is a total of cleared and uncleared so it'll say however many are cleared and however many are unclear and you'll be able to figure out how many got to go fine to clear form has to be completed annually I wondered if there was some way that we...