Practice Review Forms & Applications

 If your firm has been selected for practice review, the following forms must be completed:  

Scheduling Questionnaire

Areas covered are: key firm personnel, firm structure, client engagement firm profile, objectivity, association with identified risk engagements and professional liability insurance. 

Download Scheduling Questionnaire (MS Word)

Tax Management Questionnaire

ICAA Council has approved the implementation of tax standards as a formal part of the ICAA practice review program effective January 1, 2004. This Tax Management Questionnaire has been designed to obtain, from the public accounting firm subject to practice review, the nature and extent of firm internal quality controls with respect to tax services.

Download  Tax Management Questionnaire  (MS Word) 

Student Experience Schedule

Type of work performed by students presently in training.

For firms with Approved Training Office status, the following schedule should be completed prior to the practice review.

Download  Student Experience Schedule (MS Word)

Client Listing

A template for providing your client information for file selection.

Download  Client Listing Template  (MS Word)