Practice Inspection Forms

If your firm has been selected for practice inspection, you are required to complete a planning questionnaire in order that we can more efficiently plan your inspection.

We request that your completed form be mailed (in the return envelope provided with your notification of selection letter), faxed or e-mailed to the Institute. Please note that a signature is required on all forms where indicated, to verify that the information you provide is accurate and up-to-date.

The forms are all in PDF (Portable Document File) format and may be either:
• Filled out onscreen and printed;
• Printed and filled out by hand; or
• Saved to your computer hard drive or a disk.

Please note that once you have closed your document, any information you have entered will be lost unless you first save it to your hard drive or disk. You will need Adobe Reader (Version 8 or higher) to view, save or complete the forms onscreen.

To determine which forms you will need to complete, please review the options listed below. Remember -

• The status of your present practice will be described in one of these options.
• Select only that option.
• Click the link within the option to access the form(s) you need to complete.
• Please ensure that you complete any and all forms accessed by the link you select.

After accessing the appropriate option, and completing and signing the required forms, they should be returned to us in one of the following ways:

• By regular mail, in the return envelope provided with our selection letter
• By fax, to 204-943-7119 to the attention of M. Chartrand
• By e-mail
  
  • Forms can be emailed by either:
    • attaching all completed and saved PDF documents to an email and submitting it to Email Michelle Chartrand
    • filling out the form onscreen and clicking on the "Submit by email" button on the form
• Please note that a signature is required on all forms where indicated. If you choose to email the filled-out forms you must also fax the pages that require your signature (204-943-7119).

Here are the three options:

1. Your practice presently includes audit and/or review engagements. Please complete the Planning Questionnaire.

• If your practice is also approved to train students you must also complete the Student Training Questionnnaire.

2. Your practice presently includes only compilation engagements (i.e. no audits or reviews). Please complete the Compilation Engagements Only - Practitioner's Client Listing.

3. You are presently retired from public practice, not engaged as a public accountant or work on a per diem basis. Please complete the Declaration for Exemption.