Form 6729-P - Partner Return Review Sheet
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1
2Date of review
Department of the Treasury - Internal Revenue Service
6729-P
Partner Return Review Sheet
Form
(October 2014)
Site name
SIDN
Reviewer's name
Instructions: Use this form to assess the accuracy of returns prepared at your site. A return is accurate when tax law is
applied correctly and the return is free from error based on the taxpayer interview, the supporting documentation, and the
completed Form 13614-C, Intake/Interview & Quality Review Sheet. The measurement questions for determining if a
return is accurate are in bold.
Ensure Form 13614-C is complete before beginning your review.
Quality
Comments
1 Based on what you could determine, were the necessary steps for the intake and interview
process followed for this return?
Yes
No
2 Based on what you could determine, were the necessary steps for the quality review process
followed for this return?
Yes
No
3 What is the certification level needed for this return?
Basic
Advanced
Military
Other
4 Was the volunteer tax preparer certified at the level needed to prepare this return?
Yes
No
5 Was the quality reviewer certified at the level needed to review this return?
Yes
No
Label
Yes No N/A
Comments
6 Are all names on the return correct?
7 Is the taxpayer’s address on the return correct?
8 Are all SSN/ITINs on the return correct?
Filing Status
Comments
9 What is the filing status on the return?
Single
MFJ
MFS
HOH
QW
10 Is the filing status on the return correct?
Yes
No - Should be Single
No - Should be MFJ
No - Should be MFS
No - Should be HOH
No - Should be QW
Exemptions
Yes No N/A
Comments
11 Is the number of personal exemption(s) correct?
12 Is the number of dependency exemption(s) correct?
Income
Yes No N/A
Comments
13 Are wages correct?
14 Is investment income (interest, dividend, capital gains) correct?
15 Is net business income correct?
16 Is all other income correct? (All income sources not covered by the
above questions 13–15)
Adjusted Gross Income
Yes No N/A
Comments
17 Are adjustments to income correct?
6729-P
Catalog Number 66911A
Form
(10-2014)
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