Add AI use to engagement acceptance: tasks, tools, consent, review, evidence and risk.
Scope / period: ___ | Prepared by: ___ | Reviewed by: ___ | Date: ___
Complete this in addition to the firm's normal acceptance or continuance form when AI tools will be used on the engagement. Check the firm's own policy, the current professional standards on quality management and confidentiality, and the client's agreements. This form does not give legal advice.
Engagement partner: ________ | Date: ________ | Accepted / accepted with conditions / not accepted: ________
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.