Form 8158 - Quality Review Sheet
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1
2Department of the Treasury – Internal Revenue Service
8158 (EN/SP)
Form
Quality Review Sheet
(Rev. August 2008)
This form is used to Quality Review the completed tax return based on the Intake/Interview
Sheet, the documents provided for the return preparation, and a conversation with the taxpayer.
•
Involve the taxpayer in the Quality Review process.
•
Complete this form prior to obtaining the taxpayer's signature on required tax forms.
•
Compare the completed return with the Intake/Interview Sheet and all supporting documents.
Quality Reviews complete the Quality Process and help ensure an accurate return.
Verifying the Return
Check each item only when you verify that the review step is complete.
1.
Yes
No
A completed Intake/Interview Sheet was used to prepare this tax return.
2.
Yes
No
Name(s) and SSNs/ITINs for taxpayer(s) match the supporting documents.
The taxpayer(s) address and Date of Birth match the Intake/Interview Sheet and have
3.
Yes
No
been confirmed with the taxpayer.
4.
Yes
No
Filing status was correctly determined and is notated on the Intake/Interview Sheet.
5.
Yes
No
Dependent information is correctly shown including names, SSNs/ITINs, and DOBs.
6.
Yes
No
All income indicated on the Intake/Interview Sheet and W-2s/1099s is shown.
7.
Yes
No
Any Adjustments to Income are correctly reported.
The completed return reflects the correct standard deduction unless itemized deductions
8.
Yes
No
were used. If itemized deductions were used, the Schedule A has been completed
accurately based on supporting documents.
9.
Yes
No
The non-refundable credits have been correctly reported.
10.
Yes
No
All payments from W-2s and F1099's and estimated tax payments are correct.
The refundable credits are correctly reported including the EIC determination based on
11.
Yes
No
the information provided.
If direct deposit or debit was elected, information on the return matches the taxpayer's
12.
Yes
No
checking/saving account and routing information.
Finishing the Return
Check the appropriate box once you have confirmed the steps have been taken.
E-File: Verify correct DCN and SIDN is printed on Form 8879. Obtain taxpayer signature and provide a copy
of the return for their files. Retain original signed Form 8879 with the Forms W-2's and 1099's attached.
Paper: Verify the correct SIDN is printed on the return. Attach Forms W-2's and 1099's to the return.
Obtain taxpayer signature and provide the signed return, a copy of the return, and the correct processing
center mailing address to the taxpayer.
All taxpayer questions/issues about the completed return have been answered.
8158 (EN/SP)
Catalog Number 61027D
Form
(Rev. 8-2008)
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