IRIS CSV REVIEW
Form: ______  Tax year: ______  Template downloaded: ______
Guideline filename/revision: ______  Source report/version: _____________
Final reviewed CSV filename: __________________________________________

[ ] Correct form/year template used with every header retained.
[ ] Payer/recipient identity and name-type mappings reviewed.
[ ] Conditional required fields checked in the form guideline.
[ ] Saved CSV encoded/formatted according to current instructions.
[ ] Identifiers/postal codes preserved with required formatting.
[ ] Money values inspected without display punctuation/scientific notation.
[ ] Blank/zero/checkbox/date handling checked field by field.
[ ] No unintended line breaks or extra fields.

File | Data rows (excluding header) | Box totals | Created portal forms | Errors
_____|______________________________|____________|______________________|_______

[ ] Specific upload/submission/download limits verified separately.
[ ] Every intended return accounted for across split files.
[ ] Upload errors resolved and corrected file reinspected.
[ ] Forms reviewed before the later submission step.

This review sheet is not a CSV template and contains no real taxpayer data.