Create an if-then commitment to add a source-to-filing evidence index during the next tax close.
Create a source-to-filing evidence index for a real corporate tax filing, provision, withholding, or audit-support workpaper. tax close evidence index for a filing or provision workpaper When I receive the final source report or clear the last reviewer note, then I will add a one-page evidence index with source data, calculation bridge, position support, reviewer sign-off, and filing or payment confirmation before marking the tax workpaper complete. I will store it in the filing folder and name the owner for any missing item. In three days, check whether the trigger happened and whether the evidence index exists in the workpaper…
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