MULTI-PAYER RECONCILIATION

Batch: __________________  Tax year: ______  Review date: _____________
Frozen source reference: __________  Current output version: __________
Distinct issuers: ______  Source groups: ______  Output files: _________

Source payer key | Form/category | Source group | Output file/group | Source count | Output count | Difference
_________________|_______________|______________|___________________|______________|______________|___________

Payer/form | Box or amount field | Source total | Output total | Difference
___________|_____________________|______________|______________|___________

BOUNDARY CHECKS
[ ] First and last return of each group reviewed.
[ ] Same-recipient/multiple-payer cases retained where intended.
[ ] Different forms under the same issuer remain identifiable.
[ ] State information reconciled separately when present.
[ ] Split files add back to the full source scope.
[ ] Superseded working outputs clearly identified.
[ ] Current submitter and multi-payer authority confirmed.

Excluded group | Reason | Alternate workflow | Assignee
_______________|________|____________________|_________

Filing outcome reference by output: __________________________________
This is an editorial reconciliation tool, not an IRS approval record.