Year-End Return Review & Client Signoff
Your return is ready for review. Please go through each section, confirm the figures match your records, sign the e-file authorization, and acknowledge any balance due or refund disposition. Do not sign unless every figure below is correct — once e-filed, changes require an amended return (Form 1040-X) and additional fees.
Section 1 — Return Summary (prepared by firm, confirmed by client)
Total income (Form 1040, line 9):
Adjusted gross income (AGI, line 11):
Taxable income (line 15):
Total federal tax (line 24):
Federal withholding and payments (line 33):
Federal refund or (balance due):
State refund or (balance due) — specify state:
Section 2 — Client Review Checkpoints
Questions or items you want the preparer to confirm before filing:
Section 3 — Balance Due or Refund Handling
If I have a refund, I want it:
If I have a balance due, I want to pay by:
Date you want funds debited (if direct debit):
Section 4 — Next-Year Planning
Changes expected next year (new job, sale of property, business launch, etc.):
Section 5 — Final Signoff & E-File Authorization
Authorized representative — printed name: