Practice Management, Advisory, Compilations and Tax Guide (PACT) |  |
 | The PACT has been developed with sole practitioners and small to medium sized practices (SMPs) in mind to help you and your staff perform compilation, tax and various advisory services as well as provide guidance on practice management topics.
The PACT will help you to conduct high-quality, cost-effective compilation engagements in compliance with professional standards as well as other advisory services, including tax. It will also help you implement best practices at your firm to operate more efficiently, inform, educate and train professional accountants and students and better serve the public interest.
*Special Member Pricing will be displayed for CPA Canada members upon login
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Practice Management, Advisory, Compilations and Tax Guide (PACT) includes access to the following title(s):
WHAT’S INCLUDED
- Resources on the new CSRS 4200 compilations, applicable for periods ending on or AFTER December 14, 2021, including practice aids (templates, letters and reports), an illustrative case study, detailed sample completed forms and a step-by-step guide to completing compilation engagements that address the key requirements and concepts in the professional standards (Canadian Standard on Related Services, CSRS 4200 – Compilation Engagements)
- Please note that the CSRS 4200, Compilation Engagements replaces the existing Section 9200, Compilation Engagements. .
- Various tax engagement letters, transmittal letters, and checklists, including tax engagement preparation checklists, client acceptance checklists and more.
- A one-stop PACT Resource Centre, available through Knotia.ca, providing resources and links to relevant practice management and advisory topics from CPA Canada, the provincial institutes, International Federation of Accountants (IFAC), our sponsors and other sources.
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