Free Form 6729B (Rev. 2-2009) - Federal

Form 6729B (Rev. February 2009) Site Name: Reviewer Name: Site Type: E-File

Department of the Treasury ­ Internal Revenue Service

Date of Review:

Shopping Review Sheet
SIDN Scenario Number: One Three Paper Only Type of Return: 1040 1040A 1040EZ Two

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 1 What type of intake and interview sheet was completed to prepare this return? Form 13614C TaxWise Option None 2 IRS Approved Partner Developed form Unapproved Partner Developed form

YES NO

Comments

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? Were you asked to show proof of identity? Were you asked for documents to verify the tax identification numbers (TIN/SSN) for you and everyone else described in your scenario? Filing Status YES NO Comments Was the correct filing status entered on the return? Dependents YES NO Comments Were the correct number of dependents entered on the return? Income/Adjustments YES NO Comments Was the correct income entered on the return? Were you asked about other income not reported on a Form W-2, Form 1099, etc. (i.e. gambling winnings, jury duty)? Were the correct adjustments to income entered on the return? Credits YES NO Comments Was the correct amount of Child & Dependent Care Credit entered on the return? Was the correct amount of Education Credit entered on the return? Was the correct amount of Child Tax Credit entered on the return? Was the correct amount of Additional Child Tax Credit entered on the return? Was the correct amount of Retirement Savings Contributions Credit entered on the return? Form 6729B (Rev. 2-2009)

3 4

5

6

7 8

9

10 11 12 13 14

Catalog Number 39259D

Credits 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? Completion of the Return 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 Peer Review Designated Review None

YES NO

Comments

YES NO

Comments

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 23 Does the completed tax return reflect the correct federal refund/balance due? Additional Site Information 24 What is the certification level of the volunteer that prepared the shopping return? Intermediate Basic None Advanced Military International Comments YES NO Comments

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 Anticipation Loans Credit Counseling Outreach Asset Building/ Financial Education Benefit Screening Other, please explain Additional Comments

Catalog Number 39259D

Form 6729B (Rev. 2-2009)