Department of the Treasury – Internal Revenue Service
Date of
6729C
Form
Accuracy Return Review Sheet
(Rev. October 2008)
Review:
Site Name:
SIDN:
Site Review ID:
Review conducted by:
SOI Cadre
TC non-RM
TM
RM
Partner
Other
Type of Review:
Site Type:
Type of Return:
SOI
E-fiIe
Paper Only
1040
1040A
1040EZ
Criteria
Instructions: This form is used to measure the accuracy of return preparation based on all available information. Indicate your answer by
marking the appropriate box. Do not enter any information that identifies a specific person, either volunteer or taxpayer in the comments
box. The comments box should include identified errors and corrective actions.
Quality
Comments
1 Prior to the review, what type of Intake/Interview Sheet was completed
to prepare this return?
Form 13614C
TaxWise Option
None
IRS Approved Partner
Unapproved Partner
Developed Form
Developed Form
2 What type of Quality Review tool did you observe the site completing
to review this return?
Form 8158 or 13614C
None
IRS Approved Partner
Unapproved Partner
Developed Form
Developed Form
Label/Identity
Comments
YES
NO
N/A
3 Is the taxpayer’s name on the return correct?
4 Is the taxpayer’s SSN/ITIN on the return correct?
5 Is the spouse’s name on the return correct? If no
spouse, check N/A and skip to Question 7.
6 Is the spouse’s SSN/ITIN on the return correct?
Comments
Filing Status
YES
NO
N/A
7 What is the filing status on the return?
Single
MFJ
MFS
HOH
QW
8 Based on the information provided, is the filing status
on the return correct? If the filing status is correct,
check yes and skip to Question 10.
9 If the filing status is incorrect on the return what is correct filing status?
Single
MFJ
MFS
HOH
QW
Dependents
Comments
YES
NO
N/A
10 Are the dependent’s names on the return correct?
Check N/A if no dependents and skip to Question 12.
11 Are all dependent’s SSN/ITIN(s) on the return correct?
12 Based on the information provided, is the number of
dependent(s) claimed on the return correctly?
Income/Adjustments/Deductions
Comments
YES
NO
N/A
13 Is income from Form(s) W-2, 1099 and/or other sources
reported on the return correctly?
14 Are all adjustments to income reported on the return
correctly?
15 Is the standard deduction amount reported on the return
correctly?
16 Are all itemized deductions reported on the return
correctly?
6729C
Catalog Number 43859X
Form
(Rev. 10-2008)