Form 6729b - Shopping Review Sheet Page 2
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1
2Credits
Comments
YES NO
15 Was the correct amount of other credits entered
on the return?
16 Was the correct amount of EITC entered on
the return?
17 Was the correct amount of Advance EITC
entered on the return?
18 Is the amount of the Recovery Rebate Credit on
the return correct?
Comments
Completion of the Return
YES NO
19 Did the volunteer preparer review the completed
tax return with you?
20 Check which process was used to conduct the
Quality Review of the return.
Self-review
Designated Review
Peer Review
None
21 What type of Quality Review tool was used on
the return?
Form 8158 or
IRS Approved Partner
Form 13614C
Developed form
Unapproved Partner
None
Developed form
22 Was the return prepared using tax preparation
software?
Return Accuracy
Comments
YES NO
23 Does the completed tax return reflect the
correct federal refund/balance due?
Additional Site Information
Comments
24 What is the certification level of the volunteer that
prepared the shopping return?
Intermediate
Basic
None
Advanced
Military
International
25 Method certified volunteer (shopping return) was trained
in Tax Law?
Link & Learn Taxes
IRS training publications
Other, Please explain
Partner created
training materials
None
26 Besides return preparation, what other services are
offered at this site?
Refund
Outreach
Benefit
Anticipation Loans
Screening
Asset Building/
Credit
Financial
Other, please
Counseling
Education
explain
Additional Comments
6729B
Form
(Rev. 2-2009)
Catalog Number 39259D
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Parent category: Financial