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.