This template outlines the steps required to plan an audit engagement, from initial preparation to documentation.

It includes tasks for gathering client information, reviewing prior-year files, assessing risk, and preparing planning documentation.

Internal reviews and team collaboration are built in, with Client Tasks used to collect relevant details directly from the client. Automation is included to assign and progress tasks through the workflow, and roles involved include the Initial Assignee, Preparer, and Reviewer.

This template is fully customizable to suit your firm’s specific audit planning process.