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.