THE SHORT ANSWER
Audit the assignment before relying on the conclusion
Use this private worksheet to review seventeen fields spanning purpose, intended users, value definition, effective date, property, inspection, market, methods, assumptions, appraiser competence, independence and the signed report. One material conflict overrides apparent completeness because an internally inconsistent file cannot be repaired by a high percentage.
PRIVATE BROWSER WORKSHEET
Audit a gold appraisal assignment and report
Nothing is uploaded or retained. Use private references instead of addresses, safe locations, access credentials, full taxpayer identifiers or other security-sensitive details.
Collect missing evidence or make a reasoned not-applicable decision. A completeness score is not a value opinion.
Missing: Assignment purpose, Client and intended users, Value definition, Effective valuation date, Property scope, Item identity, Ownership and provenance, Inspection record, Composition evidence, Condition and alterations, Relevant market, Comparable evidence, Method and reconciliation, Assumptions and limits, Appraiser competence, Independence and fee, Signed report and retention.
The percentage counts documented applicable fields only. It does not grade an appraiser, estimate metal or collector value, apply a policy, determine tax treatment or replace an independent professional review.
HOW TO USE THE RESULT
Documented is not the same as correct or acceptable
Do not mark a field documented merely because a number exists. A value without an effective date and definition, a weight without unit and composition scope, or a comparable without market and transaction terms remains incomplete evidence.
PRIVACY BOUNDARY
Keep sensitive property and identity records outside the tool
Enter private reference numbers rather than names, addresses, safe locations, alarm details, account credentials, full taxpayer IDs or photographs. Retain signed reports, invoices, high-resolution images, certificates and custody documents in an access-controlled system appropriate to the assignment.
PRIMARY AND STANDARDS SOURCES
Read the source that controls the assignment
- IRS Publication 561 and IRS Art Appraisal Services for fair-market-value, coin and jewelry evidence, qualified appraisal, qualified appraiser and report-content rules in federal tax assignments.
- The Appraisal Foundation's USPAP resource and personal-property appraisal overview for current standards and qualification context. USPAP applicability depends on law, policy, contract or professional obligation.
- NAIC homeowners and renters guidance for insurance limits, independent appraisals, documentation and policy-value boundaries.
- FTC Jewelry Guides and FTC gold-jewelry consumer guidance for truthful metal-content descriptions, karat marks, plating, hollow construction and other identity evidence.
- U.S. Mint bullion consumer awareness, official bullion programs and PCGS grading standards for product specifications, premium context and the boundary between grade and market value.
Reviewed July 31, 2026. Tax, insurance, court and professional standards can change. Confirm the exact assignment date, jurisdiction, policy, form instructions and appraiser obligations before relying on a report.
QUESTIONS
Checklist questions
Does this checklist calculate gold value?
No. It audits whether the purpose, property, date, market, methods, appraiser and report evidence are documented. It does not estimate or certify value.
Are entries uploaded?
No. The worksheet runs in the browser session. Copy or download the summary before leaving if you want a local record.
What does a conflict mean?
Two or more records disagree about a material field such as identity, weight, date, market, ownership or value definition. Preserve both and reconcile the difference.
Does 100% documented mean the appraisal is qualified?
No. The tool cannot decide USPAP compliance, federal qualified-appraisal status, insurer acceptance, court admissibility, authenticity or professional competence.