# Organize responses to my auditor's PBC request list

Turns an auditor's prepared-by-client list into a tracked plan with owners, due dates, and notes on what each request really needs.

- Topic: Finance & Accounting
- Framework: Few-Shot
- Level: Standard
- Tags: Finance, Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/organize-responses-to-my-auditor-s-pbc-request-list

## Prompt

```text
Help me organize and respond to my external auditor's PBC (prepared by client) request list.

**The PBC list:** [PASTE requests]
**Audit timeline:** [fieldwork dates, deadline for PBC items]
**Our team and who owns what:** [NAMES/ROLES]
**Systems where the evidence lives:** [e.g. "NetSuite, Bill.com, Gusto, shared drive"]
**Issues from last year's audit:** [e.g. "late cut-off support", "management letter point on access controls"]

For each request:
1. Restate in plain words what the auditor is actually trying to test (e.g. completeness of liabilities, revenue cut-off, existence of cash).
2. List the specific documents or reports that satisfy it, and the system report name if obvious.
3. Flag requests that are ambiguous - draft a one-line clarifying question to the auditor.
4. Flag items that are likely to raise follow-up questions, and what to prepare in advance (e.g. reconciliation tie-outs, explanations of large manual entries).

Return:
1. A tracker table: # | Request | What they're testing | Evidence to provide | Owner | Due | Status | Clarifying question.
2. The 5 requests most likely to delay the audit, and how to get ahead of them.
3. A short email to my team assigning items with dates in bold.

Don't suggest altering, backdating, or recreating documents - if support doesn't exist, mark it [NO SUPPORT - DISCUSS WITH AUDITOR].
```

## What to fill in

- PASTE requests
- fieldwork dates, deadline for PBC items
- NAMES/ROLES
- e.g. "NetSuite, Bill.com, Gusto, shared drive"
- NO SUPPORT - DISCUSS WITH AUDITOR

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.