"Annual Firm Registration" - Idaho

Annual Firm Registration is a legal document that was released by the Idaho State Board of Accountancy - a government authority operating within Idaho.

Form Details:

  • Released on October 1, 2016;
  • The latest edition currently provided by the Idaho State Board of Accountancy;
  • Ready to use and print;
  • Easy to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a printable version of the form by clicking the link below or browse more documents and templates provided by the Idaho State Board of Accountancy.

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FR-
Idaho State Board of Accountancy
__________________
PO Box 83720
Office Use Only
Boise ID 83720-0002
Batch
_______________
(208) 334-2490 (208) 334-2615 Fax
Sequence _____________
Annual Firm Registration: __________
(Enter Calendar Year)
Date
_____________
Answer the questions below or give to your Firm Representative to complete.
Only one form per firm should be submitted. Please see instructions.
Check #
_____________
1. PUBLIC ACCOUNTING FIRM
:
)
(Main Branch-attach a list of additional sites if any
Amount $_____________
Firm Name:
____________________________________________________
Address:
_______________________________________________________________________
City, State, Zip: _______________________________________________________________________
Phone:
(________) ___________________ Fax: (________) ___________________________
EIN Number:
____________________________________________________________________________
____Sole Proprietorship
____Corporation
____Partnership
____PLLC
____LLC _____Other
2. PUBLIC ACCOUNTING SERVICES PERFORMED IN IDAHO OR FOR IDAHO CLIENTS:
A. ______ Taxes and/or ______ Financial Statements without Reports, using Idaho’s Safe Harbor Language
Your Firm is exempt from Peer Review. Complete questions #5, 6, and 7, sign and return. NO registration fee.
B.______ Audits ______ Reviews ______ Compilations ______ Taxes ______ Other _______________
Your Firm is required to undergo a Peer Review. Answer the following questions, sign and return with registration fee.
If your Firm changed the scope of services performed in the last 12 months, please explain:
Stopped performing work that requires a Peer Review? Enter date stopped: ______________________
Started performing work that requires a Peer Review? Enter date of initial report: _________________
.____
C
No public accounting (licensee works in Industry, Government, or Academia, etc) as of date: _________
3. ADMINISTERING ORGANIZATION:
______ AICPA-CPCAF (Center for Public Company Audit Firms.)
______ AICPA review by a State CPA society. List the Society________________________
4. PEER REVIEW DOCUMENTS:
If your Firm completed a Peer Review in the past year, attach copies of the following (unless previously sent to the Board Office.)
1. ______ Peer Review Report dated
__________________________ (mm/dd/yyyy)
2. ______ Letter of Comments, if any
Level of Review:
___ System
___ Engagement
___Report
3. ______ Letter of Response, if any
Results of Review: ___ Unmodified
___ Modified
___Adverse
4. ______ Conditional Acceptance Letter
* *If follow up is required, date requirements must be completed: ____________
5. ______ Final Acceptance Letter
(Send Final Acceptance Letter to ISBA within 30 days of receipt)
If your Firm has not yet undergone a Peer Review, please explain__________________________________________________
FR-
Idaho State Board of Accountancy
__________________
PO Box 83720
Office Use Only
Boise ID 83720-0002
Batch
_______________
(208) 334-2490 (208) 334-2615 Fax
Sequence _____________
Annual Firm Registration: __________
(Enter Calendar Year)
Date
_____________
Answer the questions below or give to your Firm Representative to complete.
Only one form per firm should be submitted. Please see instructions.
Check #
_____________
1. PUBLIC ACCOUNTING FIRM
:
)
(Main Branch-attach a list of additional sites if any
Amount $_____________
Firm Name:
____________________________________________________
Address:
_______________________________________________________________________
City, State, Zip: _______________________________________________________________________
Phone:
(________) ___________________ Fax: (________) ___________________________
EIN Number:
____________________________________________________________________________
____Sole Proprietorship
____Corporation
____Partnership
____PLLC
____LLC _____Other
2. PUBLIC ACCOUNTING SERVICES PERFORMED IN IDAHO OR FOR IDAHO CLIENTS:
A. ______ Taxes and/or ______ Financial Statements without Reports, using Idaho’s Safe Harbor Language
Your Firm is exempt from Peer Review. Complete questions #5, 6, and 7, sign and return. NO registration fee.
B.______ Audits ______ Reviews ______ Compilations ______ Taxes ______ Other _______________
Your Firm is required to undergo a Peer Review. Answer the following questions, sign and return with registration fee.
If your Firm changed the scope of services performed in the last 12 months, please explain:
Stopped performing work that requires a Peer Review? Enter date stopped: ______________________
Started performing work that requires a Peer Review? Enter date of initial report: _________________
.____
C
No public accounting (licensee works in Industry, Government, or Academia, etc) as of date: _________
3. ADMINISTERING ORGANIZATION:
______ AICPA-CPCAF (Center for Public Company Audit Firms.)
______ AICPA review by a State CPA society. List the Society________________________
4. PEER REVIEW DOCUMENTS:
If your Firm completed a Peer Review in the past year, attach copies of the following (unless previously sent to the Board Office.)
1. ______ Peer Review Report dated
__________________________ (mm/dd/yyyy)
2. ______ Letter of Comments, if any
Level of Review:
___ System
___ Engagement
___Report
3. ______ Letter of Response, if any
Results of Review: ___ Unmodified
___ Modified
___Adverse
4. ______ Conditional Acceptance Letter
* *If follow up is required, date requirements must be completed: ____________
5. ______ Final Acceptance Letter
(Send Final Acceptance Letter to ISBA within 30 days of receipt)
If your Firm has not yet undergone a Peer Review, please explain__________________________________________________
Annual Firm Registration Side 2
5. LIST ALL IDAHO LICENSEES IN YOUR FIRM:
Attach additional sheets as necessary. If licensees joined your
firm in the past year, please indicate their start date.
1. __________________________________________________________
_______________
_________________________
Licensee Name of Primary Partner/ Owner
License #
Start date, if new to firm
2. __________________________________________________________
_______________
_________________________
Licensee Name
License #
Start date, if new to firm
3. __________________________________________________________
_______________ ________________________
Licensee Name
License #
Start date, if new to firm
4. __________________________________________________________
_____________ ________________________
Licensee Name
License #
Start date, if new to firm
5. __________________________________________________________
_______________ _________________________
Licensee Name
License #
Start date, if new to firm
6. FIRM REGISTRATION FEE **Please Note** Only Firms subject to Peer Review pay the
Firm Registration Fee – Refer to Question 2 on page 1.
To calculate your Firm Registration Fee:
$25 for a Firm with one Licensee (Main Branch only, no fee for additional sites)
$25.00
Plus $5 per additional Licensee $5.00 x __________ Number of Licensees Listed =
$______
TOTAL
=
$_________
(Maximum Fee $200 per Firm)
.
7. LIST ALL NON-LICENSEE OWNERS OF YOUR CPA/LPA FIRM, IF ANY:
1. _______________________________________________________________
No Fee
Name
2. _______________________________________________________________
No Fee
Name
PLEASE SIGN BELOW AND SUBMIT WITH REGISTRATION FEE TO THE BOARD OFFICE
Failure to file the form by September 30th will result in a $100 per licensee penalty
I declare that this information is true and correct, to the best of my ability.
I understand that furnishing false information or failing to disclose material information regarding Firm Registration and Peer Review
program are grounds for disciplinary action against the licensees of this firm.
Signature: _____________________________________________________________
Date: ________________________
Licensee or Firm Representative
Phone:
__________________________________
E-Mail:
_________________________________________________
Revised 10/2016
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