I, admittingly, didn't understand what a PBC Request List was until a few months ago, but I am here to share what I've learned about the challenges audit, tax, and security professionals encounter when working through an engagement. I hope it helps you on your journey. ...
Prepare for your audit. 2 to 4 weeks Your auditor will likely provide a pull-by-client (PBC) that you can use to gather the appropriate documentation you’ll need for your audit. You’ll want to make sure that you have: Captured every transaction, avoiding any unrecorded expenses and pro...