Get Pentana Checker

This guide provides a comprehensive overview of how to effectively use the Pentana Checker for filling out financial disclosure checklists. Whether you are new to the process or seeking to enhance your knowledge, this step-by-step guide will facilitate your understanding and completion of the form with ease.

Follow the steps to fill out the Pentana Checker online.

1. Click the ‘Get Form’ button to access the Pentana Checker form and open it in your preferred online editor.
2. Begin by selecting the appropriate checklist. If you have subscribed to multiple options, a list will be displayed for your choice. Double-click on the checklist you wish to use.
3. Create a new client by selecting the ‘New Client…’ option and entering the necessary client details. A Client Name is required.
4. After entering client details, click ‘Update’ to generate the Client file. Confirm that the client is now listed on the Client screen.
5. Open the client by double-clicking on the desired client name to load the selected checklist.
6. Complete the tailoring section by providing necessary information about the entity, ensuring to note the accounting period for accuracy.
7. Review and sign-off on the tailoring section by executing the ‘OK’ button. Ensure to run the ‘Tailoring Assumptions Report’ for validation before signing off.
8. Once the tailoring section is signed-off, proceed to answer the detailed checklist, utilizing the ‘All Applicable Questions’ filter for full context.
9. Document any problem or alert answers with comments as needed, enhancing clarity in your responses.
10. After answering all questions, generate the detailed checklist report for record-keeping and further review.
11. To roll-forward answers for subsequent years, use the Roll Forward feature, selecting how to manage previous responses.
12. Finally, save changes, download, or print the completed form as needed.

Start filling out your Pentana Checker online today for efficient financial disclosure management!