Form 6729b - Shopping Review Sheet

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Date of Review:
Department of the Treasury – Internal Revenue Service
6729B
Form
Shopping Review Sheet
(Rev. February 2009)
Site Name:
SIDN
Scenario Number:
One
Two
Reviewer Name:
Three
Site Type:
E-File
Paper Only
Type of Return:
1040EZ
1040
1040A
Instructions: SPEC shoppers will use this form to document the findings from the preparation of a tax return by volunteers.
No taxpayer or volunteer information will be captured during the process. Do not enter any information that identifies a
specific person or taxpayer in the comments box. The comments box is for general observations about whether processes
are met.
Intake Procedures
Comments
YES NO
What type of intake and interview sheet was
1
completed to prepare this return?
Form 13614C
IRS Approved Partner
Developed form
TaxWise Option
Unapproved Partner
None
Developed form
2
Did the certified volunteer discuss the
information on the intake and interview sheet
with you (have an interview) during the
preparation of your tax return?
3
Were you asked to show proof of identity?
4
Were you asked for documents to verify the
tax identification numbers (TIN/SSN) for you
and everyone else described in your scenario?
Filing Status
Comments
YES NO
5
Was the correct filing status entered on the
return?
Dependents
Comments
YES NO
Were the correct number of dependents entered
6
on the return?
Income/Adjustments
Comments
YES NO
Was the correct income entered on the return?
7
Were you asked about other income not reported
8
on a Form W-2, Form 1099, etc. (i.e. gambling
winnings, jury duty)?
Were the correct adjustments to income entered
9
on the return?
Comments
Credits
YES NO
10 Was the correct amount of Child & Dependent
Care Credit entered on the return?
11 Was the correct amount of Education Credit
entered on the return?
12 Was the correct amount of Child Tax Credit
entered on the return?
13 Was the correct amount of Additional Child
Tax Credit entered on the return?
14 Was the correct amount of Retirement Savings
Contributions Credit entered on the return?
6729B
Catalog Number 39259D
Form
(Rev. 2-2009)

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