Get Appendix B Aicpa Peer Review Program Engagement ...

Completing the Appendix B AICPA Peer Review Program Engagement Questionnaire can seem daunting, but with the right guidance, it can be a straightforward process. This guide provides clear, step-by-step instructions to help users fill out the form effectively online.

Follow the steps to fill out the engagement questionnaire successfully.

1. Click the ‘Get Form’ button to acquire the form and open it for editing.
2. Begin by entering the firm name in the designated field.
3. In the general data section, input the engagement name or code number in the appropriate box. If client names have been deleted from the financial statements, use sequential numbers instead.
4. Fill in the period covered by the financial statements.
5. Complete the total assets, long-term debt, and equity fields with the respective monetary values.
6. Indicate the date of the report or engagement letter if no report was issued.
7. Record the date the report or financial statements were released.
8. Detail the major lines of business the firm engages in.
9. Provide the net sales and net income figures as required.
10. Respond to the question regarding unpaid fees for professional services provided more than one year prior to the report date by selecting 'Yes' or 'No.'
11. List the personnel involved in the engagement, along with their respective hours and roles.
12. Identify the nature of the entity by selecting from the provided options such as independent entity, consolidated group, etc.
13. Specify the nature of service being performed, including any related disclosures as required.
14. Indicate the accounting basis for the financial statements as per the definitions given.
15. Complete the section for nonattest services, detailing what services will be provided and who is responsible for each service.
16. Review the questionnaire for any conflicts of interest and ensure all relevant questions are answered correctly.
17. Finally, save the changes made to the form. You can choose to download, print, or share the completed document as needed.

Take the time to fill out the Append B AICPA Peer Review Program Engagement Questionnaire online today!