Free Form 6729C (Rev. 10-2008) - Federal

Form 6729C (Rev. October 2008)

Department of the Treasury ­ Internal Revenue Service

Accuracy Return Review Sheet
SIDN: SOI Cadre Site Type: E-fiIe TC non-RM Paper Only TM Type of Return: 1040 RM 1040A

Date of Review: Site Review ID: Partner 1040EZ Other

Site Name: Review conducted by: Type of Review:
SOI

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 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 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? Filing Status 7 What is the filing status on the return? MFS MFJ Single HOH
YES NO N/A YES NO N/A

Comments

Comments

Comments

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 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 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? Catalog Number 43859X Form 6729C (Rev. 10-2008)
YES NO N/A YES NO N/A

Comments

Comments

Child & Dependent Care Credit 17 18 Does the taxpayer qualify for the Child & Dependent Care Credit? Is the amount of Child & Dependent Care Credit on the return correct? Education Credit 19 20 Does the taxpayer qualify for the Education Credit? Is the amount of Education Credit on the return correct? Child Tax Credit 21 22 23 24 Does the taxpayer qualify for the Child Tax Credit? Is the amount of Child Tax Credit on the return correct? Does the taxpayer qualify for Additional Child Tax Credit? Is the amount of Additional Child Tax Credit on the return correct? Retirement Savings Contributions Credits 25 26 Does the taxpayer qualify for the Retirement Savings Contributions Credit? Is the amount of Retirement Savings Contributions Credit on the return correct? Other Credits 27 Were all other credits applied on the return correctly? Earned Income Tax Credit 28 29 30 31 Does the taxpayer qualify for Earned Income Tax Credit? Is the amount of Earned Income Tax Credit on the return correct? Did the taxpayer receive Advanced Earned Income Tax Credit? Is the amount of Advanced Earned Income Tax Credit on the return correct? ESP Credit 32 33 Did the taxpayer qualify for the Recovery Rebate Credit (ESP)? Is the amount of the Recovery Rebate Credit on the return correct? Procedures 34 Based on the review of this return and supporting documentation, did the Intake and Interview Sheet reflect the information shown on the return? Return Results 35 Based on the information provided, was an accurate return prepared?

YES

NO

Comments

YES

NO

Comments

YES

NO

Comments

YES

NO

Comments

YES

NO

Comments

YES

NO

Comments

YES

NO

Comments

YES

NO

Comments

YES

NO

Comments
Measurement of this question will be determined from questions: 3, 4, 5, 6, 8, 10, 11, 12,13 14, 15,16, 18, 20, 22, 24, 26, 27, 29, 31, 33.

Catalog Number 43859X

Form 6729C (Rev. 10-2008)