FormSource: Analyzing and Validating the Results

1. Verify that all the returns listed meet your query criteria and that you have not excluded any valid returns or included invalid ones.
2. When analyzing the results, use a “reasonableness” test. Are the results valid for the type and number of returns in your tax practice? For example, if your tax practice includes a large number of wealthy clients and you run a query for 1040 returns with AGI over $100,000, but the results show only a few returns, then you should examine your criteria and run the query again.
   
   For complex queries, you should open a small sample of the returns found to verify that the data is from the correct tax application source and meets the query requirements.
3. If you do not receive the expected results, then consider refining your query.

 

 

 

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