Quality Control Checklist
 
Tax pros, every return that leaves your office represents your business, your EFIN, and your professional reputation.
 
The Quality Control Checklist was created to help tax professionals review client files before a return is transmitted, so you can catch missing information, strengthen your documentation, and make sure your office procedures are being followed.
 
This checklist helps you review important areas such as client verification, filing status, dependents, income, credits, deductions, due diligence, required forms, documentation, security review, and final reviewer decisions. It also includes sections for corrections required, reviewer comments, and signatures so your office can show who prepared, reviewed, and approved the file.
 
Use this checklist to help your team slow down, review the return, ask the right questions, and document what was checked before the return is filed.
 
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