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GullySystem

Queries Register for a CA Practice

The queries register keeps questions to the client, and from the reviewer to the article, on the job with their answers. Unanswered ones are flagged before they hold up a filing.

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Two kinds of question, one place

To the client

Questions such as an unexplained bank receipt, a vehicle or a missing invoice are raised on the job. Each carries the date it was asked.

Reviewer to preparer

The manager marks what the article must fix before the job moves on, and the point is recorded on the job instead of being sent as a chat message.

Answer beside the question

The answer is typed in or attached as a scan. Next year, the same entry shows last year’s answer on last year’s job.

Old and still open

A query left open long enough to put a filing at risk is flagged. A staff member then calls the client.

Use in an audit

This list is the record of what was asked and what the client said.

  • Every query on an assignment, open and closed, in one list
  • Who asked, who answered, and on what date
  • Queries carried forward when a point is not settled this year
  • Reviewer points, ticked off before the job moves on

Where the line is drawn

It records and does not judge

Whether an answer is good enough, whether more evidence is needed and what goes in the report are for the chartered accountant signing. The module holds the trail.

It needs a habit

A firm that keeps questions on WhatsApp will have an empty register. Staff have to enter the question here first, and the habit takes a few weeks to form.

FAQ

Frequently asked questions

Can the client answer a query himself?

Yes, through his portal login, and he can attach a document with the answer. Nothing has to be copied out of a chat thread later.

Can a query be raised without being sent to the client?

Yes. Internal queries from a reviewer to an article are marked internal, and the client never sees them.

What happens to open queries when a job is filed?

They stay on the job. The register carries them to next year’s job where a point is not settled. Filing itself closes nothing.

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