Case Caption
Full case title and docket number exactly as shown on court filings to ensure the sheet attaches to the correct file.
Filing a clear, accurate Trial Information Sheet improves case management, reduces surprise disputes over exhibits or witnesses, and helps the court allocate time fairly. It also documents key disclosures and logistical requests that shape the trial schedule and evidence handling under court direction.
Accurate sheets benefit everyone involved by reducing in-court disputes, enabling orderly exchanges of exhibits, and improving time predictability on the trial docket.
The taxpayer or authorized representative who files the petition or information sheet and certifies the accuracy of listed exhibits and witness disclosures; must be a party or an attorney of record.
An attorney of record may sign and submit the Trial Information Sheet on a party’s behalf, and is responsible for service on opposing counsel and ensuring disclosures comply with the court’s scheduling order.
Full case title and docket number exactly as shown on court filings to ensure the sheet attaches to the correct file.
Names, addresses, and counsel contact details for each party and attorney responsible for service and communications.
Scheduled trial date, estimated time needed, and any requested continuance or time-splitting preferences.
Names, anticipated testimony topics, and whether witnesses will appear in person or by remote means.
Numbered exhibit list describing documents, physical items, or demonstratives and indicating pre-marked exhibit numbers.
Requests for accommodations, interpreter services, electronic presentation needs, or limited courtroom resources.
| Field Validation | Require MM/DD/YYYY for dates |
|---|---|
| Authentication Level | Email plus verification code |
| Notifications | Auto-notify counsel on each update |
| Template Locking | Prevent structural edits after finalization |
| Integrations | Export PDF; connect to case management |
Confirm the court accepts electronic filings and preserve the signed PDF and audit trail for the official record and potential appellate review.
As directed by the scheduling order
Complete per court deadlines
Raise exhibit or witness objections in advance
Court may allow limited late updates
Clerks may limit submissions at trial
Court sets deadlines and trial date in writing.
Party files the completed trial sheet with the clerk.
Parties exchange exhibit lists and copies as required.
Judge addresses outstanding logistical or evidentiary matters.