Forms

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

Scheduling Questionnaire

The key areas covered in this questionnaire include key firm personnel, firm structure and engagement profile.

Download

In order to view or download the Scheduling Questionnaire, you must login to the CPA Alberta Member Portal.

Tax Management Questionnaire

This Tax Management Questionnaire has been designed to obtain information regarding the nature and extent of firm's internal quality controls in respect to tax services.

The CPA Alberta Board has approved the review of tax engagements against a set of Tax Management Standards as a part of the CPA Alberta practice review program. These Tax Management Standards were effective July 1, 2015 pursuant to section 5.2.2.2 of the CPA Alberta Directives.

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Confidential Client List

For non-assurance reviews, this download provides a template for providing your client information for file selection.

Download

Candidate Experience Questionnaire

For firms with Pre-Approved Program Route Provider status, the following questionnaire should be completed prior to the practice review.

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