Audit Planning
Your streamlined process for managing the planning phase of an audit.
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Audit Fieldwork Template
Download your free Audit Fieldwork template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template covers the fieldwork stage of an audit, focusing on executing and documenting the procedures defined during planning.
It includes steps for conducting walkthroughs, performing control and substantive testing, and preparing working papers.
Tasks are divided by key audit areas such as revenue, expenses, payroll, and fixed assets. Review and sign-off points are built in to support quality control, and client collaboration is supported via Client Tasks to clarify queries or request additional evidence.
This template is fully customizable to reflect your firm’s specific audit methodology and engagement requirements.
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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