Form 6729-P (Rev. 11-2018)
www.irs.govCatalog Number 66911A
Form 6729-P
(Novmeber 2018)
Partner Return Review Sheet
Department of the Treasury - Internal Revenue Service
Date of review
Site name SIDN Reviewer's name
Instructions: Use this form to assess the accuracy of returns prepared at your site. A return is accurate when tax law is applied
correctly and the return is free from error based on the taxpayer interview, the supporting documentation, and the completed Form
13614-C, Intake/Interview & Quality Review Sheet. The measurement questions for determining if a return is accurate are in bold.
Ensure Form 13614-C is complete before beginning your review.
Quality
Comments
1 Were the necessary steps followed for the Intake/Interview & Quality Review Process for this
return?
Yes No
2 What is the certification level needed for this return?
Basic Advanced Military Other
3 Were both the tax preparer and quality reviewer certified at the level required to prepare and
review this return?
Yes No
Label Yes No N/A Comments
4 Are all names on the return correct?
5 Is the taxpayer’s address on the return correct?
6 Are all SSN/ITINs on the return correct?
Filing Status Comments
7 What is the filing status on the return?
Single MFJ MFS HOH QW
8 Is the filing status on the return correct?
Yes No - Should be Single No - Should be MFJ
No - Should be MFS No - Should be HOH No - Should be QW
Dependents Yes No N/A Comments
9 Is the taxpayer (and/or spouse, if applicable) identified correctly as
a dependent of someone else?
10 Are dependents identified correctly?
Income (Form 1040 & Schedule 1) Yes No N/A Comments
11 Are wages correct?
12 Is investment income (interest, dividend, capital gains) correct?
13 Is net business income correct?
14 Is retirement income (IRAs, pensions, annuities, social security
benefits) correct?
15 Is all other income from Schedule 1 correct?
Adjusted Gross Income (Schedule 1) Yes No N/A Comments
16 Are adjustments to income correct?
Deductions and Tax (Form 1040 & Schedules 2 & A) Yes No N/A Comments
17 Is the standard deduction correct?
18 Are itemized deductions correct?
19 Is the qualified business income deduction correct?
20 Is the tax correct?