Compilation report sample 2022-2025

1. Click ‘Get Form’ to open the compilation report sample 2022 in the editor.
2. Begin by entering the client's name and address in the designated fields at the top of the document. This personalizes the report for your client.
3. In the body of the report, ensure that you accurately input the forecasted balance sheet, Profit & Loss Account, and cash flows for XYZ Co. as of 31st March 200X. Make sure these figures are correct and reflect management's representation.
4. Review the statement regarding the limitations of a compilation. You may need to check whether to include or delete specific phrases based on your evaluation of assumptions underlying the forecast.
5. Fill in your name, designation, and signature in the designated area at the bottom of the report. This confirms your professional endorsement of the document.
6. Finally, add any necessary notes or disclosures as indicated in the note section to ensure compliance with professional standards.

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