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Understanding the available checklists
Who is this article for?
Users who want to understand what checklists are available within bundles.
No elevated permissions are required.
Checklists are organised into bundles based on accounting standards and geographical regions, with each bundle containing specific checklists tailored to different reporting requirements.
1. Accessing UK checklist bundle
The UK checklist bundle contains the following checklists:
- FRS 102, 103 and 105 checklist - Covers UK GAAP and also includes UK and ROI law, UK listing rules, all SORPs, all accounts directions, and ESG requirements (ISSB/CSRD/TCFD/TNFD)
- IFRS UK and FRS 101 checklist - Covers IFRS as UK endorsed by the UKEB, and FRS 101, including all UK law, UK listing rules, all SORPs, and ESG requirements (ISSB/CSRD/TCFD/TNFD)
- Interims checklist - Covers IAS 34 and FRS 104
- Pensions checklist - Covers the pension SORP
- Accounts compilation checklist
2. Accessing International checklist bundle
The International checklist bundle contains the following checklists:
- IFRS checklist - Covers full IFRS, IFRS as EU endorsed, and ESG requirements (ISSB/CSRD/TCFD/TNFD)
- Interims checklist - Covers IAS 34
- Accounts compilation checklist
- AIFRS checklist - Covers AIFRS and Australia company law
- AIFRS interims checklist - Covers AASB 134
- AIFRS simplified disclosure checklist - Covers AASB 1060
3. Accessing International for SMEs checklist bundle
The International for SMEs checklist bundle contains the following checklists:
- IFRS checklist - Covers full IFRS, IFRS as EU endorsed, and ESG requirements (ISSB/CSRD/TCFD/TNFD)
- IFRS for SMEs - Covers the full IFRS for SMEs
4. Accessing US checklist bundle
The US checklist bundle contains the following checklists:
- US GAAP checklist - Covers all ASCs including industry standards, SEC requirements, and ESG requirements (ISSB/CSRD/TCFD/TNFD)
- US GAAP retirement benefit checklist - Covers retirement benefits ASCs and ERISA requirements
5. Accessing ESG checklist bundle
The ESG checklist bundle contains the following checklists:
- ESG checklist - Covers ESG requirements from UK, EU and International (ISSB/CSRD/TCFD/TNFD)
- EU checklist - Covers CSRD and CSDDD requirements