PracticeGuru Learnings · Course
Getting Empanelled
Bank branch, C&AG and other audit panels reward firms that plan a year ahead. Learn what each panel counts, keep your firm records right, and file without the mistakes that cost a whole season.
New courseFirst lesson freeCertificate
Rules and sources last checked: 19 Oct 2026 · next check due June 2027, before the MEF season. Checked against ICAI MEF 2026-27 announcements, RBI Statutory Audit Directions 2026 (31 Jul 2026), the C&AG empanelment policy 2026-27 and ICAI Guidelines on Ethical Issues 2026. Each lesson lists its official sources; rules can change, so check the latest before you act.
Update log
- 19 Oct 2026: Course published with the 2026-27 MEF and C&AG dates as examples. RBI consolidated its audit directions on 31 Jul 2026; the 2023 branch-auditor table is shown with "check the current RBI norms".
- 13 short lessons
- about 2.8 hours in all
- Empanelment kit: year-ahead calendar, records checklist and filing checklist (Word)
- for audit firm partners and seniors
7-day money-back guarantee: 100% refund if you ask within 7 days of paying.
What you will do
Each lesson ends with a "Do this today" box. By the last lesson you know which panels fit your firm, your records are in order, and you have a year-ahead calendar and filing checklists.
- Free How audit panels workThe main panels, who runs each, and why the work starts a year early. · 12 min
- 01 The MEF and the bank branch auditors' panelHow the MEF works and how RBI's categories shape bank branch work. · 14 min 🔒 Paid
- 02 C&AG empanelment and its point scoreHow the C&AG empanels firms, what earns points and what costs points. · 14 min 🔒 Paid
- 03 Co-operative banks, NBFCs, societies and bank assignmentsThe other doors, and where each rule book lives. · 13 min 🔒 Paid
- 04 What panels count in your firm profileThe profile items panels count, and how to grow them honestly. · 13 min 🔒 Paid
- 05 Keeping ICAI records and partner data rightSSP, Form 18 and partner records: fix them before the cut-off. · 13 min 🔒 Paid
- 06 A year-ahead plan to get on and move upA panel calendar and a three-year plan of genuine profile moves. · 13 min 🔒 Paid
- 07 Filing the MEF and C&AG forms without mistakesA maker, checker and partner routine for every panel application. · 14 min 🔒 Paid
- 08 Allotment and acceptance: checks before you say yesIndependence, limits, rotation and the previous auditor, before you accept. · 14 min 🔒 Paid
- 09 Tenders and fees within ICAI rulesWhen a CA may respond to a tender, and why a too-low fee is a risk. · 12 min 🔒 Paid
- 10 Staffing the bank audit seasonPeople, travel and leave planned before the appointment letters arrive. · 13 min 🔒 Paid
- 11 Bills, travel claims and getting paidBilling to the appointment letter, travel evidence and the assignment register. · 12 min 🔒 Paid
- 12 Common mistakes and the yearly reviewThe errors that cost a panel place, and a one-hour review after each season. · 12 min 🔒 Paid
Who made this
The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Every panel rule is cited to ICAI, RBI or C&AG sources, with "check the current" wherever a detail may have changed.