For CPA Firms

Creating a new engagement

Set up a new Local Content audit engagement: entity, period, sector, team, and engagement letter — with the validations that block bad inputs upfront.

7 min readUpdated 16 April 2026

Before you click "New report"#

  • Have the entity's Commercial Registration PDF ready.
  • Confirm the fiscal year-end date with the client (must match audited FS).
  • Identify the dominant ISIC sector of the entity (largest revenue activity).
  • Decide whether the report is at legal-entity, segment, branch, or consolidated level (LCGPA §1.3).

Wizard walkthrough#

  1. 1From the CPA office dashboard, open Reports → New Report.
  2. 2Pick or create the entity. CR number is mandatory; the platform fetches name in EN/AR from the LCGPA reference list when available.
  3. 3Select reporting period start and end. The validator enforces the 6–18 month window (LCGPA §1.2).
  4. 4Pick the reporting level and, for segment, choose which segment(s) are in scope.
  5. 5Assign engagement partner, manager, and staff. Roles drive permissions across the report.
  6. 6Generate the engagement letter (DOCX). The system merges your firm + client + period info, then emails it to the partner for signature.
  7. 7Click Create. A draft is saved and you land on Stage 1.

Period must match audited FS

Reporting period must align with the entity's audited financial statements (LCGPA §1.2). Use the entity's fiscal year, not the calendar year. If they differ, the validator will flag it before you can proceed.

Independence check

If your firm helped build the measurement model in a consulting capacity, the platform blocks you from also auditing it (LCGPA general instruction #8). Reassign or decline the engagement.