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Reca engagement letter

Reca engagement letter accountant 2026

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The document is an engagement letter between an accountant and a mortgage brokerage, outlining the terms of the accountant's engagement for reporting under the Real Estate Act in Alberta. It details the procedures to be followed during the examination of trust accounts and transactions for a specified fiscal year, including guidelines for reviewing reconciliations, verifying transactions, and ensuring compliance with regulations. The letter emphasizes that the procedures do not constitute an audit but will report on findings related to trust account management.

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Click ‘Get Form’ to open the reca engagement letter accountant in the editor.
Begin by filling in the brokerage details, including the name, address, city, province, postal code, phone, fax, and email. Ensure accuracy as this information is crucial for identification.
In the section titled 'Dear Sir or Madam', specify the fiscal year end date for which you are reporting. This sets the context for your engagement.
Review and complete each procedure outlined in the document. For example, ensure that trust bank reconciliations are accurate and that all necessary signatures are present.
Once all fields are filled out correctly, review the entire document for completeness and accuracy before signing.
Finally, save your completed document and share it directly from our platform to streamline distribution.

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2009	4.9 Satisfied (453 Votes)

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