Update management representation letter templates with firm and client details. Use when the user needs to prepare, update, or generate management representation letters for audit engagements.
Update a management representation letter (.docx) template by replacing placeholder details with actual firm and client information.
pip install python-docx
/management-rep-letter [filepath]
The user provides:
Use python-docx to read the uploaded .docx file:
from docx import Document
doc = Document('<filepath>')
for i, para in enumerate(doc.paragraphs):
print(f'{i}: {para.text}')
Common placeholders to look for and replace:
| Placeholder | Replace With |
|---|---|
[ON CLIENT LETTERHEAD] | Client name and address |
[FIRM NAME] | Auditor firm name (with AF number) |
[FIRM ADDRESS] | Auditor firm address |
[Date] or date placeholders | Keep as-is unless user specifies |
| Entity name throughout | Client entity name |
| Related party names | Updated holding/related company names if provided |
Preserve formatting by replacing at the run level:
for para in doc.paragraphs:
for run in para.runs:
run.text = run.text.replace('<old>', '<new>')
Save the updated document and provide it to the user.