It is a dim and distant past my ticking and bashing training days. I have now come across an Incomplete Records job. Does anybody have a reference for a downloadable template or accounting checklist to apply to ensure accuracy going forward.
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You're lucky
I rarely ever get anything 'but' incomplete records!
I don't know that what you're looking for exists?
Do you mean a working papers file template like PCAS or a procedure of how to get the job done?
You would be better coming up with your own
and adapt for what information you receive from each client.