Assurance

Check it against a period you have already filed

Recompute a period that has been filed, from the underlying records, and compare it figure by figure against what was submitted.

The question every preparer asks

Before you put a client on new software, you want to know one thing: does it agree with the last set of figures you signed? Not whether the marketing says it is accurate. Whether it produces your numbers.

Murgese answers that directly. Point it at a period that has already been filed, and it recomputes the period from the records and lays its result alongside the return that went in.

Where the two differ, it says by how much and against which figure, so you can trace the difference to a transaction rather than to a feeling.

It is careful about which question it has answered. Where the earlier return was produced in Murgese, the check compares against its own record, and tells you it is showing whether anything has changed since you filed rather than confirming the software against somebody else's figures. To check it against a return your previous system produced, you enter those figures and it compares against those instead. That is the harder test, and it is the one worth running first.

The count the check opens with. Eighteen differences here, each one traceable to a transaction. Click to see the whole report.

Why the product keeps two answers

Murgese separates what the books say from what was filed, everywhere the two can differ. That separation is what makes this check possible. A system that overwrites the filed figure with the current one cannot tell you it has changed.

What the report shows

  • Figure by figureEach line of the return or the accounts, as recomputed and as submitted.
  • The differenceThe amount, the direction, and where it sits.
  • WhyPostings made after the period was filed are separated from genuine differences in treatment.
  • A recordThe check is kept, so you can show later what you did before you relied on the software.

This is the one place where a Murgese figure has been compared against a real filing, and only where a user has run the check. Nothing else the product reports has been confirmed against a submitted return.

Murgese
Murgese, demo data. The company and the figures are invented.

How to use it well

  1. Migrate one company whose figures you know.
  2. Run the check against a year you filed and were comfortable with.
  3. Read every difference and satisfy yourself where each one comes from.
  4. Repeat on a second company with a different shape, ideally one with CIS or a property portfolio.
  5. Then decide.

That is a couple of hours of work, and it tells you more than any amount of reading about the product will.

Check it against a period you have already filed

Choose a return or a set of accounts you signed, recompute it, and compare figure by figure. It is the only test that settles the question.