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    Miscellaneous Practice Guides & Checklists - 2013

    Checklist This page contains 2013 miscellaneous practice guides.These checklists and practice guides were prepared by the AICPA Tax Practice Guides Task Force
    Published on January 23, 2014

    Checklists - Estate and Trust - 2012

    Checklist This page contains estate, gift, GST, and trust tax checklists to assist with preparing these tax returns
    Published on February 11, 2013

    Checklists for Estate and Trust Fiduciary Income Tax Returns (1041)

    Checklist This section includes checklists for estate and trust fiduciary income tax returns (1041
    Published on May 13, 2013

    Checklists for Estates and Trusts - 2011

    Practice Aid This page has checklists for trusts and estates for the 2011 tax year
    Published on September 10, 2012

    Checklists and Illustrative Financial Statements

    Publication A description of publications available in the Checklists and Illustrative Financial Statements series
    Published on June 19, 2013

    Checklist for Determining Whether Trusts Qualify As S Corporation Shareholders

    Checklist There are several types of trusts that are statutorily permitted to own stock in an S corporation. This practice aid includes checklists, flowcharts, sample forms and primary material to help the practitioner competently and confidently advise their S corporation clients that utilize trusts as part of the shareholder structure
    Published on October 05, 2011

    Archived 2009 Team or Review Captain Checklists

    Checklist ...Download Checklists and other Material to Perform System Reviews Download Checklists and other Material to Perform Engagement Reviews Updates – 2009 Engagement Checklists and Practice Aids The 2009 version of all documents...
    Published on May 19, 2014

    2014 22110A Supplemental Checklist for Review of Audit Engagements

    Checklist Supplemental Checklist for Review of Audit Engagements Performed in Accordance With Government Audtiting Standards (Yellow Book) July 2007 Revision
    Published on December 31, 2013

    2014 22120 Supplemental Checklist for Review of Agreed Upon Procedures and Other Attestation Engagements

    Checklist Supplemental Checklist for Review of Agreed Upon Procedures and Other Attestation Engagements Performed in Accordance With Government Auditing Standards (Yellow Book) July 2007 Revision
    Published on March 31, 2014

    2011 Supplemental Checklist for Review of Personal Financial Statement Engagements

    Checklist This supplemental checklist was developed for use by reviewers of personal financial statement engagements. It should be used in conjunction with the General Audit Engagement Checklist (PRP sec. 20,400) (audit checklist...
    Published on April 05, 2013

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