Get Compilation Letter

Filling out a Compilation Letter online is an essential step in ensuring proper documentation of the financial statements for an entity. This guide provides straightforward, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Compilation Letter online:

1. Press the ‘Get Form’ button to access the Compilation Letter and open it in your preferred online editor.
2. Begin by entering the date at the top of the letter. This date should reflect when the letter is being completed.
3. Address the letter to the governing board of the entity, specifying the name of the entity for clarity.
4. In the greeting, include the appropriate salutation, followed by a comma or colon.
5. State your firm’s identity clearly, indicating that you are certified public accountants licensed to practice in Louisiana.
6. Specify the purpose of the engagement in the opening paragraph, detailing the financial statements you will compile.
7. Outline the components of the engagement, including mentioning the specific financial reporting standards applicable.
8. Clarify the limitations of the engagement, indicating that it will not involve auditing or reviewing the financial statements.
9. Identify the responsibilities of the management, ensuring they understand their role in the preparation of the financial statements.
10. Complete the timing of the engagement section, indicating the available date of the accounting records and the anticipated commencement date.
11. Confirm the details of the reports to be issued, including any supplemental schedules or management action plans.
12. Finish the document with your firm’s signature, representative’s name and title, and leave space for a response section for the governing board.
13. Once all sections are filled out accurately, review your entries, save changes, download, print, or share the completed Compilation Letter as needed.

Complete your documents online today for a seamless experience!