PBC List Generator
Turn a prepared-by-client list into a clear ask. Edit the suggested documents, add periods and track what is still missing before you send it.
Free · No account needed · Works in your browser. Export before leaving; entries are not saved.
Make this PBC list yours
Start with these suggested items. Edit the scope and periods, remove anything you do not need, and add what your engagement requires. PBC means “prepared by client.”
How to use it
Review the suggested accounting documents with your engagement scope in mind. Add, edit or remove items, specify the period for each, and mark anything already received. Prepare the export to download every named item or copy just the outstanding requests.
What this worksheet covers
The starter list is a customizable worksheet, not an exhaustive audit program or a compliance assessment. The person responsible for the engagement decides which documents and periods apply. Received means you marked an item received; it does not mean its contents were reviewed.
Questions about this tool
What does PBC mean?
PBC means prepared by client. A PBC list tells a client which documents, schedules or other information to provide for an engagement.
Can I change the suggested list?
Yes. Every category, document, period and status is editable. Remove irrelevant items and add up to 100 items for the work you agreed with the client.
Is this a complete audit checklist?
No. It is a starting worksheet for organizing document requests. Adapt it to the engagement and the instructions of the responsible professional.