Quality Review Checklist Publication 4012, K-7 Check all that were missed: Taxpayer (and Spouse's) identity was verified with a ID during the visit The volunteer return preparer and quality reviewer are certified to prepare/review this return and return is within scope of the program All questions in Parts I through VI are answered and unsure boxes were discussed with the taxpayer and correctly marked yes or no All applicable information in the shaded areas were completed by the certified volunteer preparer Names, Addresses, SSNs, ITINs, and EINs, are verified and correct Filing status is correct Dependency determinations are correct All Income (with or without source documents) checked "yes" in Part III is verified and correct All applicable adjustments to income are verified and correct Standard or Itemized Deductions are correct All eligible credits are correct All applicable provisions of ACA were considered for each person named on the tax return and are correct Any Shared Responsibility Payments, Health Care Exemptions and/or Premium Tax Credit reconciliations are correct Federal Income Tax Withholding and Estimated Tax Payments are correct Direct and checking/saving account numbers are correct SIDN is correct on the return During the visit, the taxpayer(s) was advised that they are responsible for the information on their return Any errors identified or incomplete Form 13614-C are discussed with the preparer CO1 IW 2018
Quality Review Checklist Publication 4012, K-7 Check all that were missed: Taxpayer (and Spouse's) identity was verified with a ID during the visit The volunteer return preparer and quality reviewer are certified to prepare/review this return and return is within scope of the program All questions in Parts I through VI are answered and unsure boxes were discussed with the taxpayer and correctly marked yes or no All applicable information in the shaded areas were completed by the certified volunteer preparer Names, Addresses, SSNs, ITINs, and EINs, are verified and correct Filing status is correct Dependency determinations are correct All Income (with or without source documents) checked "yes" in Part III is verified and correct All applicable adjustments to income are verified and correct Standard or Itemized Deductions are correct All eligible credits are correct All applicable provisions of ACA were considered for each person named on the tax return and are correct Any Shared Responsibility Payments, Health Care Exemptions and/or Premium Tax Credit reconciliations are correct Federal Income Tax Withholding and Estimated Tax Payments are correct Direct and checking/saving account numbers are correct SIDN is correct on the return During the visit, the taxpayer(s) was advised that they are responsible for the information on their return Any errors identified or incomplete Form 13614-C are discussed with the preparer CO1 IW 2018
2018%20-%20IW%20Quality%20Review%20Checklist%20for%20Role%20Play.docx