Appendix B AICPA Peer Review Program ENGAGEMENT ... 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your firm name in the designated field at the top of the form.
3. Fill in the engagement name or code number, ensuring that if client names are omitted, you code these sheets accordingly.
4. Complete the general data section, including total assets, long-term debt, and equity amounts as applicable.
5. Indicate whether there were any unpaid fees for professional services provided more than a year prior to the report date by selecting 'Yes' or 'No'.
6. In the nature of entity section, select from options such as independent entity or subsidiary and provide necessary explanations.
7. Proceed through each section methodically, checking all relevant boxes for nonattest services and ensuring all required documentation is attached.

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