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TAX YEAR: 2019 OFFICE : The Practice Process DATE: 10/12/2020CLIENT SPOUSEBIRTH DATE BIRTH DATE: 09/11/1946 Age:73 : 12/07/1949 Age:70PREPARER: 995: 751001234 TROY H COOK : 752001234 YVONNE MCCOOKADDRESS
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Obtain a copy of the familiarization checklist
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Review each item on the checklist to ensure understanding
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Who needs familiarization checklist?

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Employees who are new to a certain process or procedure
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Students who are learning a new subject or topic
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A familiarization checklist is a document used to ensure that individuals are properly oriented and knowledgeable about specific operational procedures, safety protocols, and necessary compliance measures within an organization.
Typically, employees who are new to a role, facility, or safety program are required to file a familiarization checklist to demonstrate their understanding of essential protocols and procedures.
To fill out a familiarization checklist, individuals should review each item listed in the checklist, confirm their understanding, and provide necessary signatures or notes where required, ensuring all relevant information is accurately completed.
The purpose of a familiarization checklist is to standardize the onboarding process, enhance safety, ensure compliance with regulations, and provide a structured approach to orienting new employees or participants.
The familiarization checklist must report information such as the individual's name, date of completion, topics covered, signatures of the person familiarized and the instructor, and any additional notes or comments.
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