Assist Pro+ / Legends and Signoff

Preparer

Adds a preparer sign-off to a working paper.

Where to find it

Follow the ribbon path.

Assist Pro + → Legends and Signoff → Sign off → Preparer

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Open the completed working paper and choose Sign off > Preparer. Check the displayed preparer identity and date. Check the result before saving changes.

Best use case

Applying a prepared-by sign-off to a completed working paper.

Accounting and audit

Speeds workpaper annotation and audit sign-off by helping add a preparer sign-off to a working paper.