Tax Assessment Criteria Evaluation Form
Please use this form to comprehensively evaluate each tax assessment criterion. Select or rate each item based on your assessment.
Overall accuracy of reported income
*
1
2
3
4
5
Completeness of supporting documentation
*
1
2
3
4
5
Taxpayer compliance with filing deadlines
*
Compliant
Partially Compliant
Non-Compliant
Clarity of tax deductions and credits claimed
*
1
2
3
4
5
Risk level of audit trigger indicators
*
Low
Moderate
High
Accuracy of reported expenses
*
1
2
3
4
5
Consistency with prior year filings
*
Consistent
Minor Differences
Significant Differences
Assessment Criteria Matrix
*
Rows
Not Met
Partially Met
Fully Met
Income Reporting
1
2
3
Expense Documentation
4
5
6
Deduction Eligibility
7
8
9
Filing Timeliness
10
11
12
Additional notes or observations
Assessment outcome
*
Pass
Conditional Pass
Fail
Submit
Should be Empty: