CORAA

Whistleblower Case Intake Form (Word)

Record a report faithfully and triage it, protecting the reporter and the evidence.

Free · CORAA original — SA-aligned
Updated 17 Oct 2026
Records
Facts as stated
Protect
Reporter identity
Then
Triage and refer
Format
Editable Word
Share this template
Your firm — letterhead
Appears at the top of the document as the audit firm letterhead.
Used as the letterhead block.
Engagement details
The client and period this document is for.
What’s inside

An excerpt from the template.

Whistleblower Case Intake Form — ___

Scope / period: ___ | Prepared by: ___ | Reviewed by: ___ | Date: ___

For the person receiving a report. Record what was said, protect the reporter's identity as the policy and current law require, and do not investigate on the intake call. Mark the form confidential and restrict who can see it.

What was reported

↑ 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.

Should the intake person investigate?
No. Record the report, protect the evidence and the reporter, and refer it under the policy to the people who will investigate.
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