
Revised procedures
following last year’s post-tax season wrap-up meeting. 1
Changes to organizers
,
Wayfair
, FBAR and FATCA filing obligations, virtual currency transactions, and the sharing economy. 2
Applicable professional standards
including: - the AICPA Statements on Standards for Tax Services,
- the AICPA Code of Professional Conduct, and
- U.S. Treasury Department Circular No. 230 (Rev. 6-2014).
3
The firm’s tax practice quality control manual.
4
Tax preparation processes and procedures.
5
Firm privacy and security policies
,
including how to respond if a “phishing” email is received.
6
Engagement letter usage
,
including scope changes, tax planning, tax consulting and tax audit representation services.
7
E-filing procedures.
8
Penalties applicable to taxpayers and preparers.
9
Frequent errors found by reviewers
on prior year individual and business income tax returns. Remind preparers to exercise due diligence in compiling and assembling tax information, and to communicate clearly with clients about any concerns.
10
The importance of documenting discussions with clients.
11
what to do during tax busy season
11
items to cover in a staff kick-off meeting 
Guide | Tax Season Checklists
Table of Contents
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7 ways to help clients prepare

5 steps to review e-file requirements and processes

4 ways to update engagement letter processes

3 must-do’s to review client acceptance and continuance procedures

7 steps to prepare the firm for tax season

4 ways to help staff prepare for tax season
What to do now … before the big rush

5 data security concerns to address

3 items to memorialize in a control log to help avoid missed deadlines
4 things to remember when testing tax software

11 items to cover in a staff kick-off meeting


9 things that should be done for each client

2 ways to plan for deadlines and help avoid careless errors

2 keys to survival
What to do during tax busy season