Filing checklist
Before preparing Form 944 (944), verify the identity of the form and gather the records the instructions call for.
- For Form 944 (944), verify tax year, taxpayer identity, and supporting schedules against IRS instructions before filing.
- Confirm the tax year and revision before filing.
- Match names, taxpayer identification numbers, and dollar amounts against source records.
- Confirm employee, employer, payroll, tax, work authorization, and effective-date details before signing.
- Use legal names and identification numbers exactly as they appear in employer or government records.
- Collect any required policy acknowledgments, authorization pages, or employer-provided instructions.