Work Queue/JOB-2055
Harbourview Trading · Draft accounts preparation
Year-End Accounts · North West · Period April 2026
Workflow timeline
12-status spine — current stage highlighted
- InitiatedDone
- Waiting for DataDone
- Data ReadyDone
- Ready for OffshoreDone
- In Offshore Processing7d in stage
- Query Raised
- In UK Review
- Rework Required
- With Client for Approval
- Approved
- Submitted / Dispatched
- Closed
Readiness summary
- Data readiness
- Complete
- Handoff pack
- Complete
- Missing items
- None
- 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
1 on this job
| Query | Type | Owner | Ageing | Status |
|---|---|---|---|---|
| Q-1054 | Technical payroll | James Carter | 0.4 d | Awaiting UK |
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