Skip to main content

Agreed-Upon Procedures Guidance

The Reduced Services (AUP and Basic Audit) Fact Sheet provides guidance on eligibility factors for Agreed-Upon Procedure (AUP) and Basic Audit Engagements.

Other AUP Resources

The AUP Eligibility Checklist and AUP Report Shells are maintained in the IPA Portal. Log in for details

If an IPA firm is working on an engagement not listed, they can request a copy by emailing IPAcorrespondence