How to Make an Audit Checklist [5+ Templates to Download]

When it comes to figuring out problems within a company and learning what can be done to improve it, an audit needs to be conducted. Majority of the people create audit checklists to ensure that they know exactly what needs to be done. This article will provide you with information that will properly teach you how to make one.

6 Steps for Creating an Audit Checklist

Conducting an audit may be difficult if you don’t know or forget what it is that you have to do. That’s why you will want to come up with a checklist to help you prepare and take note of what you have already done or have yet to do. Follow these steps to help you make one:

Step 1: Separate the Checklist into Three Different Categories

When conducting an audit, the first thing that you will need to do is to know the various aspects of the business that needs to be assessed. So what you will want to look into would be the management, finance, and operations aspect of whatever company or organization you are auditing.

Step 2: Know Where You Should be Getting Your Sources of Information

Now that you know what it is that you have to look into, the next thing that you are going to have to do is to start gathering sources of information. So if you were to check one’s business budget, you will most likely find all the files you need in the finance or accounting department.

Step 3: Know What You Have to Look for Under “Management”

When auditing the management aspect of a company or organization, you should think of a list of different topics related to the planning of a business and employee management. This is where you will be looking into things such as sales plans, annual budgets, and pricing policies.

Step 4: Look Into the Financial Aspect

When you are done auditing the management aspect of a business, then the next thing to look into would be its financial aspect. Include topics related to accounting practices and financial planning for the business. Make sure that this section is used to verify that the business’s various accounting statements have been properly prepared, as well as confirming that the owner understands the purpose of the statements.

Step 5: Assess the Business’s Operations

Next is for you to evaluate the business’s operations. This should include topics related to production, marketing, and promotions. You’ll want to look into things such as the relationships between the business and its suppliers, inventory control measures, issues concerning the business’ competitors and much more.

Step 6: Use the Information To Start Auditing

Once you are done putting everything that you need to look into during your audit, then the last thing that you are going to have to do is to start the auditing process. By this point, you should already have everything that you need to get started and the checklist will help you keep track of all the things that you have done and what you have yet to do.

5+ Audit Checklist Templates

Restaurant Audit Checklist Template

restaurant audit checklist
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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When it comes to restaurants, there are a lot of things that you need to look into to see if it has any problems or to know what can be done to improve it. So when the time comes that you need to conduct an audit on a specific restaurant, use this template to help you make a checklist that can help.

Audit Checklist Template

audit checklist
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Should you find yourself in a situation where you will need to make an audit checklist, then be sure to download this template. You will have to use either Microsoft Word, Apple Pages, or Google Plus to open and customize the template until you can make the checklist that you need.

Compensation and Benefits Audit Checklist Template

compensation and benefits audit checklist
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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A company needs to be able to provide compensation and benefits to its hardworking employees. To ensure that it is able to do so, you will have to conduct an audit to get all the information you need. Use this template to make a checklist document that will help you keep track of what you need to look into and where you need to get the information.

Management Audit Checklist Template

management audit checklist
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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A company or organization cannot function properly unless it has a proper management team. However, even management needs to be audited to see if they are performing in a way that meets with expectations. With the help of this template, you can come up with a checklist that will help you during the assessment process.

Sample Audit Checklist Template

audit checklist template quick guide 767x536
Details
File Format
  • MS Word
  • Numbers
  • MS Excel
  • Pages

Size: A4, US

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Remember that auditing can be very difficult if you don’t already know how you should go about in doing so. If you already have an idea as to the different actions that you need to take, then you will want to put all of that into writing so that you won’t forget. Use this template to make a document where you can place all of the steps needed to do a proper audit.

Simple Audit Checklist

Details
File Format
  • PDF

Size: 184 KB

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If you are looking for a way to make an audit checklist in the easiest manner possible, then this is the template for you. Use it so that you can make a checklist that’s simple enough for anyone to use and one that you can put just about anything that will aid you during the audit process.

If you feel as if any of these templates are the ones you need, then do not hesitate to download any of them. Should you wish to learn more about audits, checklists, or anything business related, then go through our site to find out more.

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