Step 1: Confirm Review Date
Confirm the proposed date and time, or provide alternative dates within five (5) calendar days of receipt. Schedule a minimum of two (2) hours for the virtual review.
15723
Administrative Review Preparation Checklist
- Agency
- IRS
- Revision
- 6-2026
- Fillable fields
- 39
- Pages
- 2
- Official source
- IRS form page
- Checked
- October 21, 2026
Form 15723: Administrative Review Preparation Checklist
Form 15723 is titled "Administrative Review Preparation Checklist." The form says its purpose is to assist you in preparing for the upcoming Administrative Review, and to use the checklist to track requested items and required actions.
It is organized in five steps: confirm the review date, confirm the required review participants, submit the documents requested in the Administrative Review Template and Document Request Checklist, prepare for the review, and take part in the virtual review interview. The participants and documents it lists belong to an organization that manages grant funds, such as an Authorized Official or Grant Administrator, volunteer records, Federal and matching funds, and Payment Management System (PMS) reports.
The checklist prints no mailing address. Documents go through the IRS Document Upload Tool. You can fill out Form 15723 free in your browser on this page and download the result without an account.
What's on Form 15723
Step 2: Confirm Required Review Participants
Names and availability of the individuals who should attend, for the full duration of the review.
Step 3: Submit Requested Documentation
Complete the Administrative Review Template, submit documents through the Document Upload Tool and notify the assigned reviewer.
Documents Needed
Checklists for program, volunteer and financial documentation, policies and procedures, and equipment purchased with grant funds.
Steps 4 and 5: Prepare and Participate
Keep documents and staff available, attend the scheduled virtual review meeting, and be prepared to discuss the eight topics the form lists.
How to fill out Form 15723
- 1
Confirm the date
Check that the proposed review date and time work, or provide alternative dates within five (5) calendar days of receipt. Block a minimum of two (2) hours.
- 2
Name the participants
Provide the names of the Authorized Official or Grant Administrator, Financial Coordinator, Program Coordinator and other responsible staff, and confirm they are available for the full review.
- 3
Complete the template
Complete the Administrative Review Template, including its signed certification, and organize supporting documents for each section.
- 4
Upload the documents
Submit documents through the Document Upload Tool (DUT) at www.irs.gov/sendmyreply no later than the response due date in the notification email, then notify the assigned reviewer.
- 5
Check off each document
Mark each item under Program, Volunteer and Financial Documentation, Policies and Procedures, and Equipment. Items marked "if applicable" apply only where they fit.
- 6
Prepare for the interview
Keep access to all submitted documents, have staff ready to answer questions, and be prepared to discuss topics such as internal controls, return production and MRE progress, and cash management and PMS drawdowns.
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How documents are sent and timing
Upload, not mail
The form says to submit documents via the Document Upload Tool (DUT), www.irs.gov/sendmyreply.
Due date
Documents are due no later than the response due date in the notification email. The form itself prints no date.
Alternative dates
The form says to provide alternative dates within five (5) calendar days of receipt when the proposed date is not confirmed.
Length of review
The form says to schedule a minimum of two (2) hours for the virtual review.
Documents not sent in advance
The form says to ensure documents not submitted in advance are available during the review.
Related forms
Who uses Form 15723?
The form is addressed to the organization preparing for an Administrative Review, and it names the people who should attend the review interview.
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Questions about Form 15723
What is Form 15723 for?
The form says its purpose is to assist in preparing for the upcoming Administrative Review, with a checklist to track requested items and required actions.
How long is the review?
The form says to schedule a minimum of two (2) hours for the virtual review.
How are documents submitted?
Through the Document Upload Tool (DUT) at www.irs.gov/sendmyreply, no later than the response due date in the notification email.
Who should attend the review interview?
The form lists the Authorized Official or Grant Administrator, the Financial Coordinator, the Program Coordinator, and other staff responsible for program operations, compliance or financial management.
What topics come up in the interview?
Program management and oversight, internal controls, return production and MRE progress, target audience outreach, quality control and accuracy monitoring, budget management and matching funds, cash management and PMS drawdowns, and sub-recipient oversight if applicable.