Peer Review Scheduling Form
Information Required for Scheduling Reviews
This form provides the administering entity (CalCPA) with background information about the firm and types of engagements issued. Notification will be sent to firms approximately 6 months prior to their peer review. The notification will include the firm's peer review due date and a request that the form be completed and submitted to CalCPA within 30 days. There are three options available for firms to access and complete the form:
1) You may request the printed form from CalCPA. There will be a $50 charge;
2) You may print the blank form [PDF] , complete, and mail to CalCPA;
3) You may complete the online form * and submit it electronically. NOTE: You MUST print a copy of the form for your records and for the reviewer BEFORE clicking the "submit" button. The completed form cannot be saved. The reset button clears all data from the form fields. (An e-mail client such as Outlook, Entourage, Eudora or another is required in order for the “submit” button to work. Otherwise, manually send the completed form via any web client or web based e-mail system by creating a new mail message and “attach” the completed form, once it has been saved to peerreview@calcpa.org .
* Please make sure you keep your Acrobat Reader updated. Your document is not a simple pdf anymore. PDF Fillable Forms require scripting language which is dependent on Windows. As Windows updates its program so does Adobe. Not performing these update could affect usability of the form fields.
Attention: MAC user will need to download adobe reader for the MAC in order for the forms to work correctly.
www.adobe.com/support/downloads/product.jsp?platform=macintosh&product=10
