Convenience Check Quarterly Review Checklist - imcom 2025

1. Click ‘Get Form’ to open the Convenience Check Quarterly Review Checklist in the editor.
2. Begin by entering the 'Account Name' and 'Account No.' at the top of the form. This information is essential for identifying the specific account being reviewed.
3. Fill in the 'Date Reviewed' field to document when the review is taking place. This helps maintain a clear timeline for accountability.
4. Proceed through each checklist item, answering yes or no as applicable. For example, confirm if checks have been written for more than $3,000 and whether internal controls are established to prevent duplicate payments.
5. Ensure that all necessary data for IRS reporting is captured by checking off relevant items. This includes confirming if check writers are maintaining proper logs and documentation.
6. At the bottom of the form, have the checkholder print their name and provide their signature along with the date. The reviewer must also sign and date to complete the process.

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