PORTAL FILING CHECKLIST
Batch: ______  Payer: ______  Tax year/form: ______  Source version: ______
Expected returns: ______  Box totals reference: ________________________

[ ] Appropriate access and intended organization confirmed.
[ ] Current form/year template or manual-entry workflow selected.
[ ] Source data and recipient identities reviewed.
[ ] Created draft count matches intended batch.
[ ] In Progress records completed or assigned separately.
[ ] Selected Ready to Submit records match intended scope.
[ ] Separate box totals and withholding reconcile.
[ ] Submission summary reviewed.

Submitted at: ______  Receipt reference: ______  Submitted count: ______
Outcome reviewer: ______  Review date: ______
Exact processed status: ______  Acknowledgment location: _______________
Unresolved record | Required action | Assignee | Due/follow-up date
__________________|_________________|__________|___________________

[ ] All intended returns accounted for.
[ ] Recipient statement work assigned/completed.
[ ] State follow-up assigned where applicable.
[ ] Source and filing evidence retained in the controlled work area.