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Trust Audit
3.[SERVICES]_Trust-Audit
Your Preference
Bundles
Rewards
Options – Additional value
Finalise
Details (Internal)
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Group
Client Quotes Group
Surplus Test Group
Test Group
Entity Name
Another Test
Client A (Demo Entity)
DEMO ENTITY
GM Demo Entity
M Group
New Test Entity
Regent Business
Santos Business Services
SBS Demo Entity
Test Entity
Turning Point Consulting
Quotation date
Service Ref
Created by
Visible to Service Summary
No
Yes
Display calculations
No
Yes
Signed status
About your business
What was the highest trust funds amount during the year
*
-
No Funds
Up to R 2 000 000
Between R 2 000 001 and R 5 mil
Between R 5 000 001 and R 10 mil
Between R 10 000 001 and R 20 mil
Between R 20 000 001 and R 30 mil
Between R 30 000 001 and R 50 mil
Between R 50 000 001 and R 100 mil
Between R 100 000 001 and R 300 mil
Between R 300 000 001 and R 500 mil
Between R 500 000 001 and R 1 bil
R1 bil plus
Nature of business
-
Attorney's Trust Account
Estate agent Trust Account
Financial Service Board Trust Account
Special audit area
S114(3) of Companies Act Report
Applicable financial year
*
-
2019
2020
2021
2022
2023
2024
What accounting system are you using
-
Off-the-shelf
Self developed
Manual
Combination of above
Amount of business debtors
-
0-100
101-200
201-300
301-400
401-500
501-600
601-700
701-800
801-900
901 plus
How many trust creditors
-
0-100
101-200
201-300
301-400
401-500
501-600
601-700
701-800
801-900
901 plus
Would you like us to do bank confirmations
Yes
No
Number of Section 86(2 and 3) bank accounts
*
✱
Do you have Section 86(4) investments
Yes
No
Number of Section 86(4) investments
*
✱
About your audit
Audit qualifications in the past 3 years
Yes
No
Qualification expected this year
Yes
No
First year of audit or audit by our firm
Yes
No
Reportable Irregularity reported in the past 3 years
Yes
No
Has there been any changes in Directors
Yes
No
(Deceased or otherwise)
General
When would you like to be audited
-
January
February
March
April
May
June
July
August
September
October
November
December
If you are human, leave this field blank.
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