EBP audit internal planning meeting tool
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EBP audit internal planning meeting tool

4 years ago · 89.1 KB Download

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This non-authoritative EBPAQC tool may be used by firms in planning and summarizing internal planning meetings with EBP audit staff. It is intended to be used as a data collection tool to assist in the planning process. The document should be populated with prior year client information in advance of the internal planning meeting and updated during or after the meeting, including:

  • General information about the plan under audit

  • Prior and current year risks specific to the plan

  • Important plan provisions

  • Audit selections/procedures

  • Timing

  • Status of letters

  • Engagement budget

This tool is for planning purposes only and is not intended to be a permanent part of the firm’s audit documentation under AU-C section 230, Audit Documentation.

Download the EBP Internal Planning Meeting Tool

File name: ebp-internal-planning-meeting-tool.docx

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