Audit Defense Preparation Checklist Form
Use this checklist to organize and track key steps, documents, and responsibilities for audit defense preparation. Ensure all essentials are covered for a smooth and thorough audit response.
Engagement or Client Name
*
Audit Period (Start and End Dates)
*
Jurisdiction or Tax Authority
*
Audit Notice Reference Number
*
Audit Type or Issue Area
*
Please Select
Income Tax
Sales/Use Tax
Payroll Tax
Property Tax
Other
Key Documents Available
Correspondence with Authority
Financial Statements
Tax Returns
Workpapers
Other
Key Documents Missing
Correspondence with Authority
Financial Statements
Tax Returns
Workpapers
Other
Internal Contact(s) or Owner(s) Responsible
*
Current Preparation Status
*
Please Select
Not Started
In Progress
Waiting on Documents
Ready for Review
Completed
Prioritized Next Action
*
Deadline or Target Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit Checklist
Should be Empty: