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Engagement Acceptance and Continuance Checklist for CA Firms

A client acceptance and annual continuance review covering integrity, competence, capacity, independence and the decision.

Free · CORAA original — SA-aligned
Updated 16 Oct 2026
Use
Accept or continue a client
Checks
Integrity, competence, independence
Repeat
Every year
Format
Word
Share this template
Your firm — letterhead
Appears at the top of the document as the audit firm letterhead.
Used as the letterhead block.
Addressed to
Recipient of the letter — usually the company's board.
Engagement details
The client and period this document is for.
What’s inside

An excerpt from the template.

Engagement: ___ for ___ | New or continuing: ___ | Partner: ___ | Date: ___

1. Client integrity

2. Competence, capacity and resources

3. Independence and ethics

↑ Excerpt only — the full template is what you download as Word
About this template

What you’re downloading, and when to use it.

This template follows the format published by the Institute of Chartered Accountants of India (ICAI) in the AASB Audit Working Paper Templates (June 2023), the authoritative reference for Indian statutory-audit documentation. Fill in your firm’s letterhead and the engagement details on the form above, click Download Word file, and you’ll get a fully formatted .docx ready to use.

Everything is generated in your browser and on a stateless API endpoint — no account, nothing stored on our servers. We’ll ask for a work email once before your first download so we can send you the file and the occasional relevant update; after that, downloads on this device are instant. Edit freely in Word, Google Docs or Pages before sending to your client.

Common questions

FAQs.

Why review a continuing client every year?
Risks change: ownership, management, the firm own capacity, and fees owed. A yearly review is how a firm notices these before it signs.
Who should approve acceptance?
The engagement partner, with a second partner or the quality head for higher risk clients, under your firm policy.
What is the link to quality management standards?
The firm quality management standards expect the firm to set and follow acceptance and continuance procedures. This form is one way to evidence them. Check the status of the standard that applies to you.
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