Work Queue/JOB-2050
Northbridge Consulting Ltd · Caseware file readiness
Year-End Accounts · London · Period FY 2025/26
Workflow timeline
12-status spine — current stage highlighted
- InitiatedDone
- Waiting for Data5d in stage
- Data Ready
- Ready for Offshore
- In Offshore Processing
- Query Raised
- In UK Review
- Rework Required
- With Client for Approval
- Approved
- Submitted / Dispatched
- Closed
Readiness summary
- Data readiness
- Incomplete
- Handoff pack
- Incomplete
- Missing items
- Bank statements (April)
- Cutoff date
- 2026-05-22
- Intake source
- Caseware Cloud
- Document pack
- iManage › Workpapers
Handoff pack
12 required fields
- Client / job identifier
- Service line
- Owner
- Risk grade
- Deadline
- Data received
- Missing items
- Special instructions
- Previous issues
- Required controls
- Reviewer
- Escalation path
Queries
2 on this job
| Query | Type | Owner | Ageing | Status |
|---|---|---|---|---|
| Q-1043 | System / access | Sarah Mitchell | 0.6 d | Awaiting UK |
| Q-1059 | Client clarification | Sarah Mitchell | 1.0 d | Resolved |
Controls checklist
Evidenced, not assumed
- YTD balanced
- Import totals checked
- Line-level check complete
- Minimum wage check complete
- Pension setup reviewed
- Medical payroll enhanced review
- Client approval evidence
- HMRC submission evidence
- Pension submission evidence
- BACS evidence
Review outcome
Captured per job