Auditor Changes

Avantis Auditor Changes provides full visibility into all auditor changes reported on SEDAR. Extracted changes are displayed in a structured grid format for easy viewing and downloading. Relevant notes, such as the reason for the change, are included for added context.

Video: Auditor Changes

Running an Auditor Change Report

1. Broad Search for Better Results

   • Since auditor changes are relatively rare, it’s often best to run a comprehensive report for all changes over a given period.

   • The number of results is typically manageable, even with a broad date range.

2. Add Change Date Criteria

   • If not already added, go to + Add criteria > Change Date in your main search window.

3. Set a Date Range

   • Select a start date to see all reported auditor changes from that point onward.  Investigate other date range options in the dropdown

4. Run the Search

   • Click Search to retrieve results.

5. Review Your Results

   • The results grid will display:

     • Companies that changed auditors within the selected timeframe

     • Former and new auditors

     • Change date

     • Reason for the change

     • If any of the above columns don't appear, or if there are other columns you'd like to add to the report, click on Select columns and order (the icon that looks like two columns side-by-side) and choose the criteria you want to add to your grid as columns
       
       

Auditor Change-Specific Criteria

1. Change Date – Specifies the date or date range of auditor changes.

2. Change Note Type – Categorizes the Change Reason Notes:

3. Change Reason – The reason for the change, such as:

   • At Client’s Request

   • Auditor’s Resignation

   • Other relevant explanations

4. Change Reason Note – Provides additional context if any special conditions were noted.

5. Former Auditor – The auditor before the change.

6. Successor Auditor – The auditor after the change.