PERMANENT FILE INDEX

 

 

I.                   INDEX

 

II.                 Main/Corporate/Partnership documents

a.       Amendment to Agreement of Ltd. Partnership

b.      Action of the Directors

c.       Unanimous Resolution of Partners

d.      Amended Articles of Incorporation

e.       Certificates

f.        Employment Agreement

g.       Loan Agreement

h.       Stock Purchase Agreement

 

III.               Tax Documents

a.       8832

b.      ss4

c.       irs letters/agreements

d.      __________________________________________________

e.       __________________________________________________

f.        _________________________________________________

 

IV.              Audit Documents

a.       Engagement acceptance form

b.      Internal controls documents

c.       Audit planning form

d.      Client information form

e.       __________________________________________________

f.        __________________________________________________

g.       _________________________________________________

 

V.                 Debt Agreements/Amortization Schedules

a.       ________________________________________________

b.      _________________________________________________

c.       _________________________________________________

d.      _________________________________________________

 

VI.              Other (memos/miscellaneous)

a.       Borrowing Affidavit

b.      Promissory Note

c.       _________________________________________________

d.      _________________________________________________

e.       _______________________________________________

f.        _________________________________________________

g.       _________________________________________________

h.       _________________________________________________