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Important Note: The forms below should be completed only after you have received a communication confirming the date of your inspection.

Forms to be completed before the desk inspection occurs and submitted, along with your engagement files selected for inspection, to CPA Ontario:

Forms to be completed after the inspection has occurred:

  • Action Plan: Template for use when responding to any reportable deficiencies raised in your practice inspection report. If no reportable deficiencies have been raised, this form should not be completed. If applicable, please submit the Action Plan to [email protected].
  • Survey of Offices Inspected: We encourage offices to complete this online Survey to provide feedback on the inspection process and Professional Advisory Services offered by CPA Ontario. Your feedback is important in helping us consider where improvements might be made to these programs.