PA
EM
Work Queue/JOB-2065

Westmere Care Services · Draft accounts preparation

Year-End Accounts · National · Period Q1 2026

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Workflow timeline

12-status spine — current stage highlighted

  1. Initiated
    Done
  2. Waiting for Data
    Done
  3. Data Ready
    Done
  4. Ready for Offshore
    Done
  5. In Offshore Processing
    Done
  6. Query Raised
    Done
  7. In UK Review
    Done
  8. Rework Required
    Done
  9. With Client for Approval
    11d in stage
  10. Approved
  11. Submitted / Dispatched
  12. Closed

Readiness summary

100%
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

QueryTypeOwnerAgeingStatus
Q-1057Approval delayWestmere Care Services8.1 dAwaiting client

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