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Audit PBC: inventory and cost of sales

Prepared-by-client inventory rollforwards, costing method memos, obsolescence reserves, and third-party count reports for external audit.

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What this template is for

Inventory audits hinge on existence, valuation, and cut-off. This PBC bundle collects rollforwards, costing policies, and count documentation so fieldwork is not delayed waiting for warehouse exports.

When to use it

  • Manufacturing, retail, e-commerce, or distribution clients with material inventory.
  • First-year audits after implementing a new WMS or 3PL.

Tips

  • If inventory is fully outsourced, attach the custodian report and your GL mapping to their statement.

Checklist preview

What this template asks for

These items are cloned into your workspace when you use the template. Edit anything before you send.

6 items

  1. Inventory rollforward (beginning + purchases - COGS = ending)

    Required File upload

    Tied to GL inventory accounts.

  2. Costing method memo (FIFO, weighted average, standard cost)

    File upload

  3. Physical count sheets or cycle count results (year-end)

    File upload

  4. Obsolescence or reserve analysis

    File upload

  5. Third-party warehouse or 3PL statement (period-end)

    File upload

  6. Cut-off testing notes (shipments in transit, returns around year-end)

    Long answer

Add this to your workspace, then send when you are ready

We save it as a template so you can adjust items, choose a client, and send like any other request.