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Knowledge Coach Content Updates
- 10/30/2025
- Release Notes
- Download File
Latest Knowledge Coach Update
- 10/30/2025
- Release Notes
- Download File
Latest Knowledge Coach Update (Silent Install)
On some occasions the content package file (.KCP) will download with the extension changed to .ZIP. If this occurs, please change the
extension of the downloaded file to KCP using all capital letters.
Knowledge Coach Titles - Base Titles
Base Title - Compliance Audits
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Compliance Audits Base Title v3 | 11/26/2024 | 2023 | If on Pfx Engagement v2023, the CCH ProSystem fx Engagement v2023.2 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2023 Compliance Audits Base Title v2 | 11/16/2023 | 2022 | If on Pfx Engagement v2022, the CCH ProSystem fx Engagement v2022.2.3 Update or later Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2022 Compliance Audits Base Title | 9/1/2022 | 2021 | If on Pfx Engagement v2021, the CCH ProSystem fx Engagement v2020.2.4 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2021 Compliance Audits Base Title v2 | 11/11/2021 | 2020 | If on Pfx Engagement v2020, the CCH ProSystem fx Engagement v2020.2.4 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2020 Compliance Audits Base Title v2 | 12/22/2020 | 2019 | If on Pfx Engagement v2019, the CCH ProSystem fx Engagement v2019.2.6 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2019 Compliance Audits Base Title | 10/24/2019 | 2018 | If on Pfx Engagement v2018, the CCH ProSystem fx Engagement v2018.2.4 Update or later is required to use this Base Title. | Download File | |
| 2018 Compliance Audits Base Title | 9/20/2018 | 2017 | If on Pfx Engagement v2017, the CCH ProSystem fx Engagement v2017.2.4 Update or later is required to use this Base Title. | Download File | |
| 2017 Compliance Audits Base Title | 10/19/2017 | 2017 7.5 |
If on Pfx Engagement 7.5, the Engagement v7.5 and Knowledge Coach v2.5 August Update (KC version 2.5.100.1224) or later is required to use this Base Title. | Download File | |
| 2016 Compliance Audits Base Title v2 | 11/17/2016 | 7.5 | Download File | ||
| 2015 Compliance Audits Base Title | 11/18/2015 | 7.2 | Download File | ||
| 2014 Compliance Audits Base Title v3 | 8/24/2015 | 7.1 | Download File | ||
| 2013 Compliance Audits Base Title | 3/7/2014 | 7.0 | Download File |
Base Title - Financial Statement Audits
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Base Title - Financial Statement Audits v2 | 10/9/2025 | 2024 | If on Pfx Engagement v2024, the CCH ProSystem fx Engagement v2024.2.2 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2024 Base Title - Financial Statement Audits v4 | 8/29/2024 | 2023 | If on Pfx Engagement v2023, the CCH ProSystem fx Engagement v2023.2 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2023 Base Title - Financial Statement Audits v9 | 8/24/2023 | 2022 | If on Pfx Engagement v2022, the CCH ProSystem fx Engagement v2022.2.3 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2022 Base Title - Financial Statement Audits v3 | 8/4/2022 | 2021 | If on Pfx Engagement v2021, the CCH ProSystem fx Engagement v2021.2.1 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2021 Base Title - Financial Statement Audits v4 | 9/2/2021 | 2020 | If on Pfx Engagement v2020, the CCH ProSystem fx Engagement v2020.2.4 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2020 Financial Statement Base Title v6 | 7/30/2020 | 2019 | If on Pfx Engagement v2019, the CCH ProSystem fx Engagement v2019.2.6 Update or later (available from CCH Software Delivery Manager) is required to use this Base Title. | Download File | |
| 2019 Financial Statement Base Title v7 | 1/2/2020 | 2018 | If on Pfx Engagement v2018, the CCH ProSystem fx Engagement v2018.2.4 Update or later is required to use this Base Title. | Download File | |
| 2018 Financial Statement Base Title | 8/16/2018 | 2017 | If on Pfx Engagement v2017, the CCH ProSystem fx Engagement v2017.2.4 Update or later is required to use this Base Title. | Download File | |
| 2017 Financial Statement Base Title v2 | 7/27/2017 | 2017.1.1 7.5 |
If on Pfx Engagement 7.5, the Engagement v7.5 and Knowledge Coach v2.5 August Update (KC version 2.5.100.1224) or later is required to use this Base Title. | Download File | |
| 2016 Financial Statement Base Title v5 | 8/25/2016 | 7.5 | Download File | ||
| 2015 Financial Statement Base Title v8 | 8/24/2015 | 7.2 | Download File | ||
| 2014 Financial Statement Base Title v6 | 9/29/2014 | 7.1 | Download File | ||
| 2013 Financial Statement Base Title | 3/7/2014 | 7.0 | Download File |
Knowledge Coach Titles - Audit Titles
Commercial Entities
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Audits of Commercial Entities v2 | 10/9/2025 | 2024 | 2025 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Audits of Commercial Entities | 8/29/2024 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Commercial Entities v3 | 8/24/2023 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Commercial Entities v2 | 8/4/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Commercial Entities | 9/2/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Commercial Entities v2 | 7/30/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Commercial Entities v3 | 8/1/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Commercial Entities v2 | 8/16/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Commercial Entities v2 | 7/27/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Commercial Entities v3 | 8/25/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Audits of Commercial Entities | 7/27/2015 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Knowledge-Based Audits of Commercial Entities v5 | 3/2/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of Commercial Entities | 3/7/2014 | 7.0 | 2013 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2012 Audits of Commercial Entities - Clarified | 12/18/2013 | 6.11 | Release Notes | Download File | |
| 2011 Audits of Commercial Entities for KC 1.8 v.2 | 2/24/2012 | 6.8 | Release Notes | Download File | |
| 2011 Audits of Commercial Entities | 2/11/2011 | 6.5 | Release Notes | Download File | |
| 2010 Audits of Commercial Entities for Knowledge Coach | 8/26/2010 | 6.5 | Release Notes | Download File | |
| 2009 Audits of Commercial Entities for Knowledge Coach | 8/6/2010 | 6.5 | Release Notes | Download File | |
| 2009 Audits of Commercial Entities for Knowledge Coach | 3/3/2010 | 6.1.2 | Release Notes | Download File | |
| 2009 Audits of Commercial Entities for Knowledge Coach | 12/30/2009 | 6.1 | Release Notes | Download File |
Common Interest Realty Associations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Audits of Common Interest Realty Associations | 8/7/2025 | 2023 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Audits of Common Interest Realty Associations | 4/25/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Common Interest Realty Associations v2 | 2/2/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Common Interest Realty Associations | 4/28/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Common Interest Realty Associations v3 | 6/3/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Common Interest Realty Associations | 2/27/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Common Interest Realty Associations | 2/14/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Common Interest Realty Associations | 2/1/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Common Interest Realty Associations | 4/20/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Common Interest Realty Associations | 3/10/2016 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Audits of Common Interest Realty Association | 8/10/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Audits of Common Interest Realty Association | 5/2/2014 | 7.0 | Release Notes | Download File | |
| 2013 Audits of Common Interest Realty Associations | 9/30/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Common Interest Realty Associations - Clarified | 12/21/2013 | 6.11 | Release Notes | Download File | |
| 2011 Audits of Common-Interest Realty Associations | 12/19/2011 | 6.8 | Release Notes | Download File |
Construction Contractors and Related Entities
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Audits of Construction Contractors | 2/6/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Construction Contractors | 1/4/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Construction Contractors v2 | 12/15/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Construction Contractors | 9/9/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Construction Contractors v2 | 10/1/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Construction Contractors v3 | 8/15/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Construction Contractors v2 | 10/4/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Construction Contractors v2 | 7/27/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Construction Contractors v2 | 9/1/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Audits of Construction Contractors and Related Entities | 8/25/2015 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Audits of Construction Contractors and Related Entities v3 | 3/2/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of Construction Contractors and Related Entities | 12/18/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Construction Contractors and Related Entities - Clarified | 12/21/2012 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Construction Contractors | 2/29/2012 | 6.8 | Release Notes | Download File | |
| 2011 Audits of Construction Contractors | 5/9/2011 | 6.5 | Release Notes | Download File | |
| 2010 Audits of Construction Companies and Contractors for Knowledge Coach | 8/6/2010 | 6.5 | Release Notes | Download File | |
| 2010 Audits of Construction Companies and Contractors for Knowledge Coach | 4/13/2010 | 6.1.2 | Release Notes | Download File |
Dealerships
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Audits of Dealerships | 7/10/2025 | 2023 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Audits of Dealerships | 5/9/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Dealerships v2 | 3/30/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Dealerships | 5/19/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Dealerships v2 | 5/13/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Dealerships | 5/7/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Dealerships | 5/2/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Dealerships | 5/10/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Dealerships | 5/18/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Dealerships | 5/26/2016 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Employee Benefit Plans
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Audits of Employee Benefit Plans | 6/5/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Audits of Employee Benefit Plans | 4/4/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Employee Benefit Plans v2 | 4/20/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Employee Benefit Plans | 3/17/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Employee Benefit Plans v4 | 3/11/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Employee Benefit Plans v2 | 3/12/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Employee Benefit Plans | 3/14/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Employee Benefit Plans | 2/22/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Employee Benefit Plans | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Employee Benefit Plans v2 | 2/25/2016 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Audits of Employee Benefit Plans | 4/24/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Knowledge-Based Audits of Employee Benefit Plans v4 | 9/30/2014 | 7.0 | 2013 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of Employee Benefit Plans - Clarified | 12/18/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Employee Benefit Plans - Clarified | 3/1/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Employee Benefit Plans | 2/13/2012 | 6.8 | Release Notes | Download File | |
| 2011 Audits of Employee Benefit Plans | 4/1/2011 | 6.5 | Release Notes | Download File | |
| 2010 Audits of Employee Benefit Plans for Knowledge Coach | 8/6/2010 | 6.1.2 | Release Notes | Download File |
Financial Institutions
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Audits of Financial Institutions | 11/21/2024 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Financial Institutions v3 | 10/5/2023 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Financial Institutions v2 | 10/27/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Financial Institutions | 9/30/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Financial Institutions v2 | 9/24/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Financial Institutions v3 | 11/7/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Financial Institutions v2 | 11/29/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Financial Institutions v2 | 11/02/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Financial Institutions v2 | 10/20/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Audits of Financial Institutions v2 | 11/13/2015 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Audits of Financial Institutions v2 | 3/2/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of Financial Institutions | 12/2/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Financial Institutions - Clarified | 12/21/2012 | 6.11 | Release Notes | Download File | |
| 2011 Audits of Financial Institutions for Knowledge Coach | 10/24/2011 | 6.8 | Release Notes | Download File | |
| 2010 Audits of Financial Institutions for Knowledge Coach | 11/30/2010 | 6.5 | Release Notes | Download File |
Governmental Entities
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Audits of Governmental Entities | 6/26/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Audits of Governmental Entities v2 | 1/25/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Governmental Entities (with GASB 87, 94, 96, and 99 updates) v2 | 6/13/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Governmental Entities | 5/4/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Governmental Entities | 7/28/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Governmental Entities v2 | 6/24/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Governmental Entities v2 | 5/21/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Governmental Entities | 6/13/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Governmental Entities | 6/14/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Governmental Entities v2 | 5/4/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Governmental Entities | 5/12/2016 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Audits of Governmental Entities v4 | 5/18/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Knowledge-Based Audits of Governmental Entities v3 | 9/30/2014 | 7.0 | 2013 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of Governmental Entities | 5/10/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Governmental Entities - Clarified | 1/9/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Governmental Entities | 7/9/2012 | 6.8 | Release Notes | Download File | |
| 2011 Audits of Governmental Entities | 8/8/2011 | 6.5 | Release Notes | Download File | |
| 2010 Audits of Governmental Entities for Knowledge Coach | 8/6/2010 | 6.5 | Release Notes | Download File | |
| 2010 Audits of Governmental Entities for Knowledge Coach | 5/18/2010 | 6.1.2 | Release Notes | Download File |
Health Care Entities
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Audits of Health Care Entities | 1/9/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Health Care Entities | 12/7/2023 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Health Care Entities v2 | 1/5/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Health Care Entities | 1/27/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Health Care Entities | 11/12/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Health Care Entities v3 | 11/21/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Health Care Entities v2 | 10/25/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Health Care Entities v2 | 9/7/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Health Care Entities v2 | 9/29/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Audits of Health Care Entities | 9/23/2015 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Audits of Health Care Entities v3 | 3/2/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version | Release Notes | Download File |
| 2013 Audits of Health Care Entities | 10/18/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Health Care Entities - Clarified | 12/21/2012 | 6.11 | Release Notes | Download File | |
| 2011 Audits of Health Care Entities | 12/30/2011 | 6.8 | Release Notes | Download File | |
| 2010 Audits of Healthcare Entities for Knowledge Coach | 12/29/2010 | 6.5 | Release Notes | Download File |
Housing and Urban Development Programs - Multifamily Housing - Compliance
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Audits of HUD Multifamily Housing - Compliance | 2/20/2025 | 2023 | 2024 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of HUD Multifamily Housing - Compliance | 3/14/2024 | 2022 | 2023 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of HUD Multifamily Housing - Compliance | 11/10/2022 | 2021 | 2022 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of HUD Multifamily Housing - Compliance | 1/13/2022 | 2020 | 2021 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of HUD Multifamily Housing - Compliance | 1/7/2021 | 2019 | 2020 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of HUD Multifamily Housing - Compliance | 12/19/2019 | 2018 | 2019 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of HUD Multifamily Housing - Compliance | 12/27/2018 | 2017 | 2018 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of HUD Multifamily Housing - Compliance v2 | 12/21/2017 | 7.5 | 2017 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of HUD Multifamily Housing - Compliance | 12/8/2016 | 7.5 | 2016 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Audits of HUD Multifamily Housing - Compliance v2 | 11/25/2015 | 7.2 | 2015 Compliance Audit Base Title is required for this version. | Release Notes | Download File |
| 2014 Audits of Housing and Urban Development Programs - Multifamily Housing - Compliance v2 | 1/19/2015 | 7.1 | 2014 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of Housing and Urban Development Programs - Multifamily Housing - Compliance | 12/20/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Housing and Urban Development Programs - Multifamily Housing - Compliance - Clarified | 3/1/2013 | 6.11 | Release Notes | Download File |
Housing and Urban Development Programs - Multifamily Housing - Financial Statements
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Audits of HUD Multifamily Housing - Financial Statements v2 | 2/20/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of HUD Multifamily Housing - Financial Statements | 2/8/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of HUD Multifamily Housing - Financial Statements v2 | 11/10/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of HUD Multifamily Housing - Financial Statements v2 | 1/13/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of HUD Multifamily Housing - Financial Statements | 1/7/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of HUD Multifamily Housing - Financial Statements v2 | 12/19/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of HUD Multifamily Housing - Financial Statements v2 | 12/27/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of HUD Multifamily Housing - Financial Statements | 12/21/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of HUD Multifamily Housing – Financial Statement v2 | 12/8/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Audits of Housing and Urban Development Programs - Multifamily Housing - Financial Statements | 11/25/2015 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Knowledge-Based Audits of Housing and Urban Development Programs - Multifamily Housing - Financial Statements v2 | 3/2/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of Housing and Urban Development Programs - Multifamily Housing - Financial Statements | 12/20/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Housing and Urban Development Programs - Multifamily Housing - Financial Statements - Clarified | 10/19/2012 | 6.11 | Release Notes | Download File |
International Entities
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Audits of International Entities | 9/11/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Audits of International Entities v2 | 6/14/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of International Entities v5 | 3/23/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of International Entities | 2/3/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of International Entities v2 | 1/28/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of International Entities | 10/11/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of International Entities v2 | 12/6/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of International Entities v2 | 10/19/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of International Entities | 12/29/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of International Entities v2 | 12/17/2015 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Audits of International Entities | 2/13/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of International Entities | 2/1/2013 | 6.11 | Release Notes | Download File |
Not-for-Profit Entities
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Audits of Not-for-Profit Entities | 4/17/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Audits of Not-for-Profit Entities | 2/29/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Not-for-Profit Entities v2 | 5/25/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Not-for-Profit Entities | 6/30/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Not-for-Profit Entities v3 | 7/8/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Not-for-Profit Entities | 6/11/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Not-for-Profit Entities | 6/27/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Not-for-Profit Entities | 5/24/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Not-for-Profit Entities | 6/8/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Not-for-Profit Entities | 6/09/2016 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Audits of Not-for-Profit Entities V2 | 8/24/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Audits of Not-for-Profit Entities v3 | 8/22/2014 | 7.0 | is required for this version. The title has been reposted from the original 10/1/2013 version. Ensure you have the latest Knowledge Coach Content Update Applied. You will not have to reinstall the title if you have already added it to Pfx Engagement. | Release Notes | Download File |
| 2013 Audits of Not-for-Profit Entities | 12/18/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Not-for-Profit Entities: Clarified | 11/30/2012 | 6.11 | Release Notes | Download File | |
| 2011 Audits of Not-for-Profit Entities | 8/16/2011 | 6.8 | Release Notes | Download File | |
| 2010 Audits of Not-for-Profit Entities for Knowledge Coach | 11/16/2010 | 6.5 | Release Notes | Download File | |
| 2009 Audits of Not-for-Profit Entities for Knowledge Coach | 8/6/2010 | 6.5 | Release Notes | Download File | |
| 2009 Audits of Not-for-Profit Entities for Knowledge Coach | 3/3/2010 | 6.1.2 | Release Notes | Download File | |
| 2009 Audits of Not-for-Profit Entities for Knowledge Coach | 1/26/2010 | 6.1 | Release Notes | Download File |
Public Entities
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Audits of Public Entities v2 | 10/31/2024 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Public Entities v2 | 9/21/2023 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Public Entities v4 | 9/15/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Public Entities v2 | 12/9/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Public Entities v4 | 9/3/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Public Entities v3 | 9/5/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Public Entities v2 | 10/18/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Public Entities v2 | 8/24/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Public Entities | 9/29/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Audits of Public Entities v2 | 8/31/2015 | 7.2 | 2015 Financial Statement Base Title v2 is required for this version. | Release Notes | Download File |
| 2014 Audits of Public Entities v2 | 3/2/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of Public Entities | 10/10/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Public Entities | 12/21/2012 | 6.11 | Release Notes | Download File | |
| 2011 Audits of Public Entities | 7/27/2011 | 6.5 | Release Notes | Download File | |
| 2010 Audits of Public Entities: A Guide to PCAOB Standards and SEC Rules for Knowledge Coach | 9/27/2010 | 6.5 | Release Notes | Download File |
Real Estate Entities
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Audits of Real Estate Entities | 1/23/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Audits of Real Estate Entities v2 | 10/26/2023 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Audits of Real Estate Entities v2 | 10/6/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Audits of Real Estate Entities | 2/17/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Real Estate Entities | 10/22/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Audits of Real Estate Entities v3 | 9/19/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Audits of Real Estate Entities v2 | 11/8/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Audits of Real Estate Entities v2 | 8/24/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Audits of Real Estate Entities v2 | 10/17/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Audits of Real Estate Entities | 10/14/2015 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Audits of Real Estate Entities v2 | 3/2/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Audits of Real Estate Entities | 11/12/2013 | 6.11 | Release Notes | Download File | |
| 2012 Audits of Real Estate Entities - Clarified | 12/21/2012 | 6.11 | Release Notes | Download File | |
| 2011 Audits of Real Estate Entities | 11/7/2011 | 6.8 | Release Notes | Download File | |
| 2010 Audits of Real Estate Entities for Knowledge Coach | 10/20/2010 | 6.5 | Release Notes | Download File |
Single Audits
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Single Audits | 11/26/2024 | 2023 | 2024 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Single Audits | 11/16/2023 | 2022 | 2023 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Single Audits | 9/1/2022 | 2021 | 2022 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Single Audits | 11/11/2021 | 2020 | 2021 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Audits of Single Audit v3 | 12/22/2020 | 2019 | 2020 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Single Audits v2 | 10/24/2019 | 2018 | 2019 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Single Audits | 9/20/2018 | 2017 | 2018 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Single Audits | 10/19/2017 | 7.5 | 2017 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Single Audits v3 | 11/17/2016 | 7.5 | 2016 Compliance Audits Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Single Audits | 11/18/2015 | 7.2 | 2015 Compliance Base Title is required for this version. | Release Notes | Download File |
| 2014 Single Audits v2 | 3/16/2015 | 7.1 | 2014 Compliance Base Title is required for this version. | Release Notes | Download File |
| 2013 Single Audits | 3/7/2014 | 7.0 | 2013 Compliance Base Title is required for this version. | Release Notes | Download File |
| 2012 Single Audits - Clarified | 12/21/2012 | 6.11 | Release Notes | Download File | |
| 2012 Single Audits | 6/13/2012 | 6.8 | Release Notes | Download File | |
| 2011 Single Audits | 5/25/2011 | 6.5 | Release Notes | Download File | |
| 2010 Single Audits for Knowledge Coach | 8/6/2010 | 6.1.2 | Release Notes | Download File |
Knowledge Coach Titles - Preparation, Compilation, and Review Titles
Commercial Entities - Compilations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Compilations of Commercial Entities | 10/30/2025 | 2024 | 2025 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Compilations of Commercial Entities | 8/29/2024 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Compilations of Commercial Entities | 7/20/2023 | 2022 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Compilations of Commercial Entities | 8/4/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Compilations of Commercial Entities | 9/2/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Compilations of Commercial Entities | 8/6/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Compilations of Commercial Entities v2 | 8/1/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Compilations of Commercial Entities | 8/16/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Compilations of Commercial Entities | 8/3/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Compilations v3 | 7/28/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Compilations v3 | 8/24/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Compilations v2 | 8/22/2014 | 7.0 | 2013 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Compilations | 8/27/2013 | 6.11 | Release Notes | Download File | |
| 2012 Compilations | 8/30/2012 | 6.11 | Release Notes | Download File | |
| 2011 Compilations | 12/7/2011 | 6.8 | Release Notes | Download File | |
| 2010 Compilations | 1/26/2011 | 6.5 | Release Notes | Download File |
Commercial Entities - Preparations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Preparations of Commercial Entities | 10/30/2025 | 2024 | 2025 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Preparations of Commercial Entities | 8/29/2024 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Preparations of Commercial Entities | 8/4/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Preparations of Commercial Entities | 9/2/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Preparations of Commercial Entities | 8/6/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Preparations of Commercial Entities | 8/1/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Preparations of Commercial Entities | 8/16/2018 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Preparations of Commercial Entities | 8/3/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Preparations v3 | 7/28/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Preparations v2 | 6/9/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Commercial Entities - Reviews
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Reviews of Commercial Entities | 10/30/2025 | 2024 | 2025 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Reviews of Commercial Entities | 8/29/2024 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Reviews of Commercial Entities | 7/20/2023 | 2022 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Reviews of Commercial Entities | 8/4/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Reviews of Commercial Entities | 9/2/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Reviews of Commercial Entities | 8/6/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Reviews of Commercial Entities | 8/1/2019 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Reviews of Commercial Entities | 8/16/2018 | 2017 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Reviews of Commercial Entities | 8/3/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Reviews v3 | 7/28/2016 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Reviews v3 | 6/9/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Reviews v2 | 8/22/2014 | 7.0 | 2013 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Reviews | 8/27/2013 | 6.11 | Release Notes | Download File | |
| 2012 Reviews | 8/30/2012 | 6.11 | Release Notes | Download File | |
| 2011 Reviews | 12/7/2011 | 6.8 | Release Notes | Download File | |
| 2010 Reviews | 1/26/2011 | 6.5 | Release Notes | Download File |
Common Interest Realty Associations - Compilations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Compilations of Common Interest Realty Associations | 8/7/2025 | 2023 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Compilations of Common Interest Realty Associations | 5/11/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Compilations of Common Interest Realty Associations | 4/28/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Compilations of Common Interest Realty Associations | 6/3/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Compilations of Common Interest Realty Associations | 2/27/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Compilations of Common Interest Realty Associations | 2/14/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Compilations of Common Interest Realty Associations | 2/1/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Compilations of Common Interest Realty Associations | 4/20/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Compilations of Common Interest Realty Associations | 3/10/2016 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Compilations of Common Interest Realty Association | 8/10/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Compilations of Common Interest Realty Association | 5/2/2014 | 7.0 | Release Notes | Download File | |
| 2013 Compilations of Common Interest Realty Associations | 9/30/2013 | 6.11 | Release Notes | Download File | |
| 2012 Compilations of Common Interest Realty Associations | 8/30/2012 | 6.11 | Release Notes | Download File | |
| 2011 Compilations of Common-Interest Realty Associations | 12/19/2011 | 6.8 | Release Notes | Download File |
Common Interest Realty Associations - Preparations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Preparations of Common Interest Realty Associations | 8/7/2025 | 2023 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Preparations of Common Interest Realty Associations | 5/11/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Preparations of Common Interest Realty Associations | 4/28/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Preparations of Common Interest Realty Associations | 6/3/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Preparations of Common Interest Realty Associations | 2/27/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Preparations of Common Interest Realty Associations | 2/14/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Preparations of Common Interest Realty Associations | 2/1/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Preparations of Common Interest Realty Associations | 4/20/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Preparations of Common Interest Realty Associations | 3/10/2016 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Preparations of Common Interest Realty Associations | 8/10/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Common Interest Realty Associations - Reviews
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Reviews of Common Interest Realty Associations | 8/7/2025 | 2023 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Reviews of Common Interest Realty Associations | 5/11/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Reviews of Common Interest Realty Associations | 4/28/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Reviews of Common Interest Realty Associations | 6/3/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Reviews of Common Interest Realty Associations | 2/27/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Reviews of Common Interest Realty Associations | 2/14/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Reviews of Common Interest Realty Associations | 2/1/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Reviews of Common Interest Realty Associations | 4/20/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Reviews of Common Interest Realty Associations | 3/10/2016 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Reviews of Common-Interest Realty Associations v2 | 8/10/2015 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Reviews of Common Interest Realty Association | 5/2/2014 | 7.0 | Release Notes | Download File | |
| 2013 Reviews of Common Interest Realty Associations | 9/30/2013 | 6.11 | Release Notes | Download File | |
| 2012 Reviews of Common Interest Realty Associations | 8/30/2012 | 6.11 | Release Notes | Download File | |
| 2011 Reviews of Common-Interest Realty Associations | 12/19/2011 | 6.8 | Release Notes | Download File |
Construction Contractors and Related Entities - Compilations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Compilations of Construction Contractors and Related Entities | 3/27/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Compilations of Construction Contractors and Related Entities | 4/13/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Compilations of Construction Contractors and Related Entities | 2/24/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Compilations of Construction Contractors and Related Entities | 1/14/2021 | 2018 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Compilations of Construction Contractors and Related Entities | 1/2/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Compilations of Construction Contractors and Related Entities | 1/17/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Compilations of Construction Contractors and Related Entities | 11/16/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Compilations of Construction Contractors and Related Entities | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Construction Contractors and Related Entities - Preparations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Preparations of Construction Contractors and Related Entities | 3/27/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Preparations of Construction Contractors and Related Entities | 4/13/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Preparations of Construction Contractors and Related Entities | 2/24/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Preparations of Construction Contractors and Related Entities | 1/14/2021 | 2018 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Preparations of Construction Contractors and Related Entities | 1/2/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Preparations of Construction Contractors and Related Entities | 1/17/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Preparations of Construction Contractors and Related Entities | 11/16/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Preparations of Construction Contractors and Related Entities | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Construction Contractors and Related Entities - Reviews
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Reviews of Construction Contractors and Related Entities | 3/27/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Reviews of Construction Contractors and Related Entities | 4/13/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Reviews of Construction Contractors and Related Entities | 2/24/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Reviews of Construction Contractors and Related Entities | 1/14/2021 | 2018 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Reviews of Construction Contractors and Related Entities | 1/2/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Reviews of Construction Contractors and Related Entities | 1/17/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Reviews of Construction Contractor and Related Entitiess | 11/16/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Reviews of Construction Contractors and Related Entities | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Dealerships - Compilations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Compilations of Dealerships | 7/10/2025 | 2023 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Compilations of Dealerships v2 | 7/6/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Compilations of Dealerships | 5/19/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Compilations of Dealerships | 5/13/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Compilations of Dealerships | 5/7/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Compilations of Dealerships | 5/2/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Compilations of Dealerships | 5/10/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Compilations of Dealerships | 5/18/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Dealerships - Preparations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Preparations of Dealerships | 7/10/2025 | 2023 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Preparations of Dealerships | 7/6/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Preparations of Dealerships | 5/19/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Preparations of Dealerships | 5/13/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Preparations of Dealerships | 5/7/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Preparations of Dealerships | 5/2/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Preparations of Dealerships | 5/10/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Preparations of Dealerships | 5/18/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Dealerships - Reviews
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Reviews of Dealerships | 7/10/2025 | 2023 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Reviews of Dealerships v2 | 7/6/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Reviews of Dealerships | 5/19/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Reviews of Dealerships | 5/13/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Reviews of Dealerships | 5/7/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Reviews of Dealerships | 5/2/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Reviews of Dealerships | 5/10/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Reviews of Dealerships | 5/18/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Not-for-Profit Entities - Compilations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Compilations of Not-for-Profit Entities | 3/20/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Compilations of Not-for-Profit Entities | 12/1/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Compilations of Not-for-Profit Entities | 12/2/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Compilations of Not-for-Profit Entities | 12/17/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Compilations of Not-for-Profit Entities | 1/2/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Compilations of Not-for-Profit Entities | 1/10/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Compilations of Not-for-Profit Entities | 11/16/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Compilations of Not-for-Profit Entities | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Not-for-Profit Entities - Preparations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Preparations of Not-for-Profit Entities | 3/20/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Preparations of Not-for-Profit Entities | 12/1/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Preparations of Not-for-Profit Entities | 12/2/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Preparations of Not-for-Profit Entities | 12/17/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Preparations of Not-for-Profit Entities | 1/2/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Preparations of Not-for-Profit Entities | 1/10/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Preparations of Not-for-Profit Entities | 11/16/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Preparations of Not-for-Profit Entities | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Not-for-Profit Entities - Reviews
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Reviews of Not-for-Profit Entities | 3/20/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Reviews of Not-for-Profit Entities | 12/1/2022 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Reviews of Not-for-Profit Entities | 12/2/2021 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Reviews of Not-for-Profit Entities | 12/17/2020 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Reviews of Not-for-Profit Entities | 1/2/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Reviews of Not-for-Profit Entities | 1/10/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Reviews of Not-for-Profit Entities | 11/16/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Reviews of Not-for-Profit Entities | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Real Estate Entities - Compilations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Compilations of Real Estate Entities | 3/13/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Compilations of Real Estate Entities | 7/20/2023 | 2022 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Compilations of Real Estate Entities | 1/19/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Compilations of Real Estate Entities | 3/3/2022 | 2021 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Compilations of Real Estate Entities | 1/28/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Compilations of Real Estate Entities | 1/9/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Compilations of Real Estate Entities | 1/17/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Compilations of Real Estate Entities | 12/21/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Compilations of Real Estate Entities | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Real Estate Entities - Preparations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Preparations of Real Estate Entities | 3/13/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Preparations of Real Estate Entities | 1/19/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Preparations of Real Estate Entities | 3/3/2022 | 2021 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Preparations of Real Estate Entities | 1/28/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Preparations of Real Estate Entities | 1/9/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Preparations of Real Estate Entities | 1/17/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Preparations of Real Estate Entities | 12/21/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Preparations of Real Estate Entities | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Real Estate Entities - Reviews
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2024 Knowledge-Based Reviews of Real Estate Entities | 3/13/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Reviews of Real Estate Entities | 7/20/2023 | 2022 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Reviews of Real Estate Entities | 1/19/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Reviews of Real Estate Entities | 3/3/2022 | 2021 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Reviews of Real Estate Entities | 1/28/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Reviews of Real Estate Entities | 1/9/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Reviews of Real Estate Entities | 1/17/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Reviews of Real Estate Entities | 12/21/2017 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2016 Knowledge-Based Reviews of Real Estate Entities | 3/30/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
Knowledge Coach Titles - Non-Attest Titles
Non-Traditional Engagements - Agreed Upon Procedures
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 8/28/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 7/02/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 6/22/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 6/16/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 4/15/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 4/9/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 4/11/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 03/29/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 03/23/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Non-Traditional Engagements - Agreed Upon Procedures | 12/10/2015 | 7.2 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Non-Traditional Engagements - Agreed Upon Procedures | 7/31/2014 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Non-Traditional Engagements - Agreed Upon Procedures | 3/18/2013 | 6.11 | Release Notes | Download File | |
| 2012 Nontraditional Engagements - Agreed Upon Procedures | 3/30/2012 | 6.8 | Release Notes | Download File | |
| 2011 Nontraditional Engagements - Agreed-Upon Procedures | 9/23/2011 | 6.8 | Release Notes | Download File |
Non-Traditional Engagements - Compilations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2015 Knowledge-Based Non-Traditional Engagements - Compilations | 12/10/2015 | 7.2 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Non-Traditional Engagements - Compilations | 7/31/2014 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Non-Traditional Engagements - Compilations | 3/18/2013 | 6.11 | Release Notes | Download File | |
| 2012 Nontraditional Engagements - Compilations | 3/30/2012 | 6.8 | Release Notes | Download File | |
| 2011 Nontraditional Engagements - Compilations | 9/23/2011 | 6.8 | Release Notes | Download File |
Non-Traditional Engagements - Consulting
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Non-Traditional Engagements - Consulting | 8/28/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Non-Traditional Engagements - Consulting | 7/02/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Non-Traditional Engagements - Consulting | 6/22/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Non-Traditional Engagements - Consulting | 6/16/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Non-Traditional Engagements - Consulting | 4/15/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Non-Traditional Engagements - Consulting | 4/9/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Non-Traditional Engagements - Consulting | 4/11/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Non-Traditional Engagements - Consulting | 12/10/2015 | 7.2 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Non-Traditional Engagements - Consulting | 7/31/2014 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Non-Traditional Engagements - Consulting | 3/18/2013 | 6.11 | Release Notes | Download File | |
| 2012 Nontraditional Engagements - Consulting | 3/30/2012 | 6.8 | Release Notes | Download File | |
| 2011 Nontraditional Engagements - Consulting | 9/23/2011 | 6.8 | Release Notes | Download File |
Non-Traditional Engagements - Examinations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Non-Traditional Engagements - Examinations | 8/28/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Non-Traditional Engagements - Examinations v2 | 7/02/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Non-Traditional Engagements - Examinations | 6/22/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Non-Traditional Engagements - Examinations | 6/16/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Non-Traditional Engagements - Examinations v4 | 4/15/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Non-Traditional Engagements - Examinations | 4/9/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Non-Traditional Engagements - Examinations | 4/11/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Non-Traditional Engagements - Examinations | 03/29/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Non-Traditional Engagements - Examinations | 03/23/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Non-Traditional Engagements - Examinations v2 | 12/10/2015 | 7.2 | 2015 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Non-Traditional Engagements - Examinations | 7/31/2014 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Non-Traditional Engagements - Examinations | 3/18/2013 | 6.11 | Release Notes | Download File | |
| 2012 Nontraditional Engagements - Examinations | 3/30/2012 | 6.8 | Release Notes | Download File | |
| 2011 Nontraditional Engagements - Examinations | 9/23/2011 | 6.8 | Release Notes | Download File |
Non-Traditional Engagements - Reviews
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Non-Traditional Engagements - Reviews | 8/28/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Non-Traditional Engagements - Reviews | 7/02/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Non-Traditional Engagements - Reviews | 6/22/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Non-Traditional Engagements - Reviews | 6/16/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Non-Traditional Engagements - Reviews | 4/15/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Non-Traditional Engagements - Reviews | 4/9/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Non-Traditional Engagements - Reviews | 4/11/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Non-Traditional Engagements - Reviews | 03/29/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Non-Traditional Engagements - Reviews | 03/23/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2015 Knowledge-Based Non-Traditional Engagements - Reviews | 12/10/2015 | 7.2 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2014 Non-Traditional Engagements - Reviews | 7/31/2014 | 7.1 | 2014 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2013 Non-Traditional Engagements - Reviews | 3/18/2013 | 6.11 | Release Notes | Download File | |
| 2012 Nontraditional Engagements - Reviews | 3/30/2012 | 6.8 | Release Notes | Download File | |
| 2011 Nontraditional Engagements - Reviews | 9/23/2011 | 6.5 | Release Notes | Download File |
Service Organizations - Examinations
| Title Version | Date Released | Minimum Pfx Engagement version required | Notes | ||
|---|---|---|---|---|---|
| 2025 Knowledge-Based Examinations of Service Organizations | 4/29/2025 | 2023 | 2024 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2024 Knowledge-Based Examinations of Service Organizations v2 | 5/16/2024 | 2022 | 2023 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2023 Knowledge-Based Examinations of Service Organizations | 6/1/2023 | 2021 | 2022 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2022 Knowledge-Based Examinations of Service Organizations | 4/7/2022 | 2020 | 2021 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2021 Knowledge-Based Examinations of Service Organizations | 2/18/2021 | 2019 | 2020 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2020 Knowledge-Based Examinations of Service Organizations | 1/23/2020 | 2018 | 2019 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2019 Knowledge-Based Examinations of Service Organizations | 3/7/2019 | 2017 | 2018 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2018 Knowledge-Based Examinations of Service Organizations v2 | 1/18/2018 | 7.5 | 2017 Financial Statement Base Title is required for this version. | Release Notes | Download File |
| 2017 Knowledge-Based Examinations of Service Organizations | 2/23/2017 | 7.5 | 2016 Financial Statement Base Title is required for this version. | Release Notes | Download File |
