RCBS Tax Return Preparation Certification

Build Checklist

Client Name Entity / EIN or SSN Tax Year Return Type Prepared By Effective Date

Optional Preparation Modules Include Financial Statement Preparation / Book Closing Checklist (FS-100) Include Schedule K-1 Verification Checklist (K1-100)

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Overall Engagement Completion 0%

Tax Preparation 0%

Client:

Entity / ID:

Tax Year:

Return Type:

Prepared By:

Effective Date:

Every review item must be marked Completed or N/A. Comments are required for exceptions or unresolved matters.

RCBS Closing Summary

This section must be completed before supervisor review.

Forms Included in Preparation IRS Balance Due Refund Comparison vs. Prior Year Preparer Comments / Assumptions / Technical Notes Reviewer Attention Items Client Instructions / Payment Instructions

Books Locked: Yes N/A

Preparer Certification

I personally prepared this tax return. I reviewed every applicable section. Every completed item was personally verified. Supporting documentation was reviewed. The final PDF was reviewed before submission. All critical diagnostics have been resolved. This return is ready for supervisor review.

Prepared By Date