Tax Return Risk Review Form
Assess and document the risk factors associated with a tax return using this structured review form.
Tax Year Under Review
*
Please Select
2025
2024
2023
2022
Other
Type of Tax Return
*
Individual
Corporate
Partnership
Trust/Estate
Other
Completeness of Documentation
*
1
2
3
4
5
Clarity and Accuracy of Reported Figures
*
1
2
3
4
5
Presence of Unusual or High-Risk Items
*
None
Few
Several
Many
Compliance with Relevant Tax Regulations
*
1
2
3
4
5
Prior Audit or Review History
*
No Prior Audit/Review
Audited/Reviewed in Last Year
Audited/Reviewed in Last 2–3 Years
Audited/Reviewed More Than 3 Years Ago
Section-wise Risk Assessment
*
Rows
Low
Moderate
High
Income
1
2
3
Deductions
4
5
6
Credits
7
8
9
International Transactions
10
11
12
Reviewer’s Overall Risk Rating
*
Low Risk
1
2
3
4
High Risk
5
1 is Low Risk, 5 is High Risk
Key Risk Factors Identified (if any)
Additional Reviewer Comments
Submit Review
Should be Empty: