Bad Debt Schedule in Excel Format

Most intermediaries now require that you provide your bad debt schedules in excel format upon audit or desk review. We also encourage our clients to keep the bad debt in excel format so that test can be run using formulas to mitigate the occurrence of errors that can be costly due to sampling at audit or desk review. Below you will find a blank bad debt template in excel format that you may use to track bad debt. We have also included a .pdf file that includes notes and recommendation for completion.

Download Bad Debt Schedule XLS
View Bad Debt Schedule PDF