Review points sheet
A single format from the Internal Notes and Checklists pack. per client per month · cleared points filed.
- 1 page
- 7
- Word and PDF
- 14 September 2026
What it covers
- 1Review points sheetper client per month · cleared points filed
Read the opening
The first part of the format, as it downloads. Blanks are highlighted.
REVIEW POINTS — [Client] — [Month YYYY]
# | Point | Raised by | Response | Cleared | Recurring? |
|---|---|---|---|---|---|
1 | [____] | [__] | [____] | [Y/N, date] | [first time / 2nd month / 3rd month] |
A point appearing for the third consecutive month is a training need, and a point appearing across several preparers is a defect in the procedure — both go to N.4.