FIRE-TO-IRIS HANDOFF CHECKLIST

Batch label: ____________________  Reviewer: ____________________
Tax year: _______________________  Filing channel: ___________
Transmitter/provider: ___________  Accepted input: ___________

[ ] Identify tax year, form types, and payer groups.
[ ] Confirm who will transmit and which input they accept.
[ ] Preserve the original source export unchanged.
[ ] Reconcile counts and relevant box totals by payer and form.
[ ] Review unusual records and conversion exceptions.
[ ] Confirm applicable production requirements with the software owner.
[ ] Assign someone to review and retain the IRS filing outcome.

RECONCILIATION
Payer | Form | Source count | Output count | Box totals checked | Exceptions
______|______|______________|______________|____________________|___________

Track separate stages: converted / submitted / outcome reviewed.
This original editorial checklist is not an IRS acceptance test.