Audit Planning
Your streamlined process for managing the planning phase of an audit.
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Audit Completion Template
Download your free Audit Completion template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template guides the final phase of an audit engagement, from wrapping up fieldwork to issuing the audit report.
It includes tasks for completing review notes, preparing financial statements, finalizing audit documentation, and obtaining management representation letters.
There are dedicated steps for internal review, partner sign-off, and ensuring all queries are resolved. Client Tasks are used to request final approvals or confirm information, and the workflow concludes with the delivery of the audit report and archiving of workpapers.
This template is fully customizable to suit your firm’s audit completion process.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
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