Title: Research Activity and Conclusion Lead Sheet, Page 2Description: This form substantiates the case notes, which outline the research steps and work performed by the analyst.Description: The following fields are listed to be completed by the employee:Return Preparer NameAnalystTINEINAssigned PTINSource PTINTax FormDateTax Year(s)Description: Sources Utilized:Accurint: Check if UtilizedGeneral Internet Research: Check if UtilizedOther (i.e. yK-1): Check if UtilizedDescription: Case Disposition:Conclusion:Description: Closing:Verify Programmatic Compliance: Check if CompletedVerify Return Preparer has filed tax return and is reporting an accurate amount of return preparation income (when applicable): Check if CompletedComplete workpaper package and case file assembly: Check if CompletedEnter case information into the Return Preparer Database: Check if CompletedSubmit case file to Group Manager: Check if CompletedDateDescription: Group Manager Case Review Concurrence:Group Manager SignatureDate: List the date