Enrolling in Peer Review or Updating Enrollment in PRIMA...Search for answers to common questions...

5/7/2018 Pega Knowledge Help

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Enrolling in Peer Review or Updating Enrollment in PRIMA

Note: If you initiate an enrollment or update and do not complete the form, you may return andcontinue the process. However, to resume edits, see the Resuming Enrollment Case sectionbelow.

See also Information Required for Enrolling in Peer Review (Firm).

To complete firm enrollment or update enrollment details, perform the following steps:

1. Click For Firms.

Search for answers to common questions

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2. Click Enroll/Update PRI.

3. Locate the appropriate firm and click New Enrollment, Update, or Re-Instatement.

4. Review Introduction and click Next.



5. Enter or update Firm EIN. If your firm does not have an Employer Identification Number, goto http://www.irs.gov to apply for an EIN online.

6. In New Enrollments and Reenrollment section, select answer to drop/termination question,and, if required, add additional details.

http://www.irs.gov/



7. Select answers to Associations questions, and, if required, add additional details.

8. Click in the Member Number field, and press the down arrow key to select a managing partner.



Note: If the Managing Partner or Peer Review Contact is not visible and you are the managingpartner, please send an email to [email protected] with your name and email address toupdate the information in PRIMA.

9. For Peer Review Contact, click in the Member Number field, and press the down arrow key toselect a peer review contact. Or click Same As Managing Partner to assign the above managingpartner as the peer review contact.

mailto:[email protected]



10. Enter Firm Personnel numbers.

11. Click Next.



12. For Engagement Levels of Service To Determine Review Type, select engagement detailsand dates.

13. Under PCAOB Reports, select answers to PCAOB questions.



14. Under Independence Standards, click the click here to review this list link.

15. Select applicable Independence Standards.



16. Select Must-Select & Must-Cover Engagements.

Note: If none are applicable to your firm, select None of the Must-Select or Must-CoverPractice Areas/Industries Apply.



17. For Engagement Reviews, indicate if your firm is a provider of Quality Control Materials.

18. For System Reviews only, review the Other Practice Areas & Industries and select thoseapplicable to the engagements that require your firm to have a System Review.

Note: If none are applicable to your firm, select None of the other Practice Areas/Industriesapply.



19. For System Reviews only, selections from the previous step are listed under Concentrations ofOther Practice Areas & Industries. Follow the instructions to indicate the applicableconcentrations, then indicate if your firm is a provider of Quality Control Materials.

20. Select State Board Due Date, if applicable.



21. Click Next.

22. Review Firm Information Summary and click Next.



23. Select Acknowledgements check boxes.

Note: The second box refers to participation in a voluntary, anonymous research program.Selection is an OPT OUT and is optional.



24. Click Submit.

Enrollment will be sent to the AE for approval and assignment of a peer review due date. 210days before the due date, a peer review information (PRI) form will be initiated and sent to thefirm for review and updates. See Enrollment Case Overview.

Resuming Enrollment Case

If you initiate an enrollment or update and do not complete the form, you may return andcontinue the process. However, to resume edits, you must access the in progress enrollmentcase through the Case ID link under Action Items. If you open the in progress enrollment case byclicking the Enroll/Update PRI button again, you will not be able to edit the form.

http://images.prima.aicpa.org/attachments/PRIMA%20Enrollment%20Case%20Overview.PNG

Enrolling in Peer Review or Updating Enrollment in PRIMA...Search for answers to common questions...

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