Tax Audit Statute of Limitations Tracking Form
Use this form to track tax audit limitation deadlines and related case details for compliance and internal management.
Tax Year(s) Under Review
*
Filing Type
*
Please Select
Individual
Corporate
Partnership
Trust/Estate
Other
Filing Date
*
-
Month
-
Day
Year
Date
Amended Return Filed?
*
Yes
No
Audit/Tax Notice Details
*
Jurisdiction
*
Please Select
Federal
State
Local
Other
Statute Expiration Date
*
-
Month
-
Day
Year
Date
Extension/Consent Status
*
Please Select
No Extension/Consent
Extension/Consent Requested
Extension/Consent Granted
Extension/Consent Denied
Key Events Affecting Limitation Period
*
Current Tracking Status
*
Please Select
Open
Under Review
Closed
Other
Internal Notes
Submit
Should be Empty: