Report Instruction Sheet

Client:                                                                                       Client #:                                                         

Period:                                                                                       Date Promised:                                               

Report to be signed by (Partner)                                     Alternate (Partner)                    Budget                                    

Report Processing Signatures:                                   Initial              Date                 Time

            Preparer                                                                                                          

            Reviewer received                                                                                            

            Typed by                                                                                                          

            Footed by                                                                                                         

            Proofread original                                                                                             

            Corrected                                                                                                         

Review Approval Signatures:

            Practice reviewer (initial)                                                                                              

            Approved for processing (final)                                                                          

Hold on Processing or Release of report:

            By                     Date                             Reason for Hold                                    Cleared by                    Date

Date Report Processed:                       By:                                                                                                      

Date Report Signed:                             By:                                                                           (partner signature)

Date Approved for Release:                 By:                                                                                                      

Date Mailed / Delivered:                     By:                                                                (name of person or carrier)

Special Instructions (if special report, include a title for covers):

Distribution Instructions:

# of copies                    Recipient:

                                    Office (include copies for next period’s drafts)

                                    Other (indicate to whom)

                                    Client:  Individual Name:                                                                                             

                                                Company Name:                                                                                               

                                    Address:                                                                                                                      

                                    Total number of copies

Location of Files:       Financial Statements:                                                                                                  

                                    Trial Balance:                                                                                                               

                                    Other:                                                                                                                         

                                    Tax Return: