Knowledge Centre
CIBA Guides & Templates
1. What You Need to Know
CIBA offers practical, time-saving guides, tools, and templates made for real-world accountants. When drafting accounting officer reports, independent reviews, tax incentives, AML compliance, or quality management, these resources are there for you taking local conditions into account, aligning with laws and standards. Every guide is expert-developed and designed to support your day-to-day work.
2. Why It Matters to You
Compliance isn’t optional. The right tools can make all the difference when struggling to make the deadlines. CIBA’s guides and templates help you work faster, stay compliant, and deliver quality results with confidence.
Remember to customise each template to suit your clients and practice, so you’re not just ticking boxes, you’re adding value.
3. CIBA Guides and Templates
The links below will open the teaser versions of the CIBA Guides and templates available for members. The full versions can be downloaded after logging into the member profile from the My Profile Dashboard/My Support and Tools/My Educational Guides.
Accounting and Assurance Engagements
Accounting Officers’ Reporting Engagements - Member-Guide-to-Accounting-Officer-Reporting-Engagements-pages-1-6.pdf
IT Policy Guide - The Accountant's Guide to IT Policies That Protect and Pay
Financial Statements Guide - Guide-to-Prepare-Financial-Statements-for-Companies-Pages-1-3.pdf
Public Schools Guide - CIBA-Guide-on-Public-Schools-pages-1-4.pdf
Independent Review Guide - CIBA-Independent-Review-Guide-3-Pages.pdf
NPO Guide - CIBA-Non-Profit-Organisations-Guide-pages-1-3.pdf
De-Registration Campaign for NPOs - Guide-On-The-De-Registration-Campaign-For-NPOs-pages-1-2.pdf
B-BBBEE Guide - Guide to Broad-Based Black Economic Empowerment (B-BBEE) in South Africa
Spaza Shops Guide - Books-for-Spaza-Shops-A-Practical-Guide-for-Smal-Retail-Success-8-Pages.pdf
Regulatory Compliance
Companies Amendment Act Guide - CIBA Guide on the Companies Amendment Act Pages-1-3.pdf
Beneficial Ownership Guide - CIBA-Beneficial-Ownership-Guide-Pages-1-3.pdf
FIC Registration and Reporting Guide - Financial Intelligence Centre (FIC) registration and reporting requirements pages 1-3.pdf
Anti-Money Laundering Guide - Guide on Anti-Money Laundering (AML) for Accountants Pages 1-3
General Laws Amendment Guide - Guide to the General Laws Amendment Act changes for South African entities Pages 1-2
Practice Management and Growth
Quality Management Guide - CIBA-Quality-Management-Guide-for-Small-Practices-pages-1-3.pdf
Quality Management Policy Template -Quality-Management-Policy-Template-3-pages.pdf
Oil and Gas Sector Guide - Accounting Practice Growth in the Oil and Gas Sector Pages 1-2.pdf
ChatGPT Guide - Incorporating-ChatGPT-in-an-Accounting-Practice-Guide-3-Pages.pdf
Commissioner of Oath Guide - CIBA-Commissioner-of-Oath-Guide-Pages-1-3.pdf
Taxation Services
Streamlining Tax Returns Processes - A Tax Practitioners Toolkit: Streamlining Processes and Managing Workloads for Submitting Tax Returns Pages 1-4
Solar Tax Incentive - Guide on Solar Tax Incentive for Individuals and Businesses Pages 1-3
Templates and working papers
The following templates and working papers are available for download from your member profile:
Basic RMCP Template for Accountable Institutions
IFRS for SMEs AFS Example
Audit Ready File Index for Compilations
Example Working Paper for Inventory
Month-End Closure Checklist for Accounting Practices
Client Risk Register Template and Example
Client Termination Risk Assessment Template
Quality Management Working papers for Small Practices:
o Working paper template 1. Assigning responsibilities
o Working paper template 2. Risk assessment
o Working paper template 3. Annual Staff Declaration
o Working paper template 4. Client Acceptance and Continuance Checklist
o Working paper template 5. Monitoring and Review of QMS.
Illustrative Engagement letters
Engagement Letter Compilation of Financial Statements ISRS4410
Engagement Letter Independent Review ISRE2400
Engagement Letter Monthly Accounting Services
Engagement letter for Accounting Officers Engagements
4. How to Get Access the Full CIBA Guides and Templates
Log in to your myciba.org account using the link below:CIBA account
From your dashboard, select My Support and Tools, and Free Educational Guides.
Proceed to select and download your full CIBA guide.
5. What You’ll Need
Active CIBA login accounts.myciba.org
Membership in good standing (fees paid or debit order active, CPD logged, declarations submitted, no disciplinary actions).
Ethics compliance: completed Ethics CPD and Ethically Checked declaration.
6. Need Help?
Any assistance required for technical enquiries, membership related queries, access to the system you need to log into your member profile and: