Audit Module (ThynkAudit)

What it is

ThynkAudit is the audit module, covering statutory, tax, limited-review, trust and internal audits. It opens inside Oris Work and signs you in automatically. It appears in the sidebar as Audit and on each client page as the Audit tab.

Start an audit for a client

• Open the client's page and choose the Audit tab.
• Click 'Start an audit engagement'.
• Choose the 'Kind of audit': Statutory audit, Tax audit (Form 3CD), Statutory + tax audit, Limited review, Trust audit or Internal audit.
• Choose the Financial year. The list starts with the most recently closed year.
• Optionally enter the client's PAN, then click Start.
• The engagement is created in your firm's ThynkAudit with the client's name (and GSTIN, if on file). Starting an audit needs the manager role or above.

Follow progress

The Audit tab lists the client's audits with Audit, Year, Stage, 'Report signed' and UDIN. Stages run New, Accepted, Planning, Fieldwork, Review, Reporting, Filed, Archived and Cancelled. Click Open on a row to load that audit in ThynkAudit below the table, where planning, fieldwork and the report are done.

Who can open it

By default every role can open Audit and see the tab. Starting an audit needs manager or admin. Members on a custom role need the 'Audit (ThynkAudit)' read permission under Settings → Roles → Client modules. There is no separate turn-on step per client: the tab is available whenever the module is on for your organisation.

If the module is not enabled

If Audit is not on for your organisation, it is not in the sidebar, and opening the page shows 'ThynkAudit isn't switched on for your workspace'. An admin can add a note and click 'Request ThynkAudit' and the Oris team will follow up. A lapsed subscription is explained and your data is kept.

Common problems

• 'No audits for this client yet — start one above': use 'Start an audit engagement'.
• 'Could not start the audit': the message under it explains why. A permission message means your role is below manager.
• 'Your role does not include access to this module': ask an admin to review your role.
• The embedded view is blank: click Retry, or sign in again if your session has expired.