Audit or review engagement inquiry template

Request an assurance engagement with entity, reporting period, intended recipients and service type.

Financial template · 9 fields (7 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable

Set up your audit or review engagement inquiry

Request an assurance engagement with entity, reporting period, intended recipients and service type.

Clarify the requested service and intended recipients before scoping the engagement. The inquiry is not an assurance report or an opinion on financial statements.

The form separates entity name, requested service, reporting period, reporting framework if known into labeled questions. Review the choices and required fields for your organization before sharing it.

Best practices

• Clarify the requested service and intended recipients before scoping the engagement. The inquiry is not an assurance report or an opinion on financial statements.
• Customize the entity name and requested service questions to match your records and terminology.
• Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
• Ask only for information needed for this step. Arrange any sensitive supporting documents through an appropriate private process.

Every field, explained

• Your full name (Name, required)
• Email address (Email, required)
• Entity name (Short text, required)
• Requested service (Dropdown, required)
• Reporting period (Short text, required)
• Reporting framework if known (Short text)
• Intended report recipients (Short text, required)
• Target report date (Date, required)
• Reason for engagement (Long text)

Frequently asked questions

What does this audit or review engagement inquiry template collect?

Alongside contact details, it asks for entity name, requested service, reporting period, reporting framework if known, intended report recipients, target report date, reason for engagement. You can rename questions, change choices and remove fields that your workflow does not need.

How should I use this audit or review engagement inquiry form?

Clarify the requested service and intended recipients before scoping the engagement. The inquiry is not an assurance report or an opinion on financial statements.

Can I edit this form and print a copy?

Yes. Open an editable draft, adjust the questions, and review the preview before publishing. You can also use the template page’s print option. Publishing requires an account; the draft can be tried first.

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