Tax Audit Preparation Checklist Form
Assess your readiness for an upcoming tax audit by completing this practical checklist. Please answer all items to ensure thorough preparation.
Organization Name
*
Audit Year or Period
*
Primary Contact for Audit Preparation
*
Have all accounting records for the audit period been compiled and organized?
*
Yes
No
In Progress
Which of the following supporting documents are ready for review?
*
General Ledger
Bank Statements
Invoices & Receipts
Payroll Records
Tax Returns & Filings
Contracts & Agreements
Other
Please indicate the status of the following audit preparation tasks:
*
Rows
Not Started
In Progress
Completed
Reconciled Accounts
1
2
3
Documentation Organized
4
5
6
Outstanding Items Identified
7
8
9
Staff Notified of Audit
10
11
12
Audit Timeline Reviewed
13
14
15
How would you rate your overall audit readiness?
*
1
2
3
4
5
Are there any unresolved issues that may impact audit preparation?
*
No
Yes
If yes, briefly describe outstanding issues (if any):
Final confirmation: All necessary documents and information have been reviewed and are ready for audit.
*
Confirmed
Not Yet
Submit Checklist
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