Specify how the parties will know the work was actually carried out. Specify entities, employees, owner payments and responsibility for filings and corrections.
Published by AE Tax Advisors. This is an AE-owned proposal comparison resource, not an independent rating or customer review.
What this file should establish
Separate recommendation, approval, implementation and verification. Ask for the records supporting each stage. A delivered plan does not itself show that payroll, filings or other implementation tasks were completed.
Specify entities, employees, owner payments and responsibility for filings and corrections.
A situation to work through
A payroll provider processes wages but expects another person to classify owner payments.
For this situation, start with payroll entities. Identify the period and legal owner before combining it with the other records. Keep the original source and explain any adjustments in a separate reconciliation.
Review point
Assign responsibility for the boundary between processing and tax review.
A proposal or draft is presented as a completed result.
Question for the reviewer
Which evidence supports each completed stage and what remains open?
Expected handoff
A stage-by-stage completion map.
Separate facts supported by documents from estimates and unresolved assumptions. Assign each missing item to a responsible person and a date. Send the reconciliation alongside the source references so the reviewer can trace each conclusion.
Your preparation worksheet
Enter a reference to the document, the person who can supply it and the unresolved question. Use file names or locations rather than account numbers or other sensitive information. Entries stay in this page until you close or refresh it. They are not sent to us or saved automatically. Export before leaving.
Record or decision
Source reference
Status
Responsible person
Open question
payroll entities
pay schedule
owner wage records
filing list
benefit reporting
proposed step
approval
action owner
completion record
verified status
Mark not applicable only after noting why. A collected record can still require correction. Review the exported file before sharing it with your adviser.
Use the following primary guidance to frame the questions. The worksheet organizes facts; it does not replace analysis of the relevant year, ownership, elections or state treatment. Record the applicable period, confirm the source version and retain the preparer's written conclusions with the supporting documents.