Y1
Procedures revised after last year’s post-tax season wrap-up meeting
Changes to the organizers, particularly those related to ACA, FBAR and FATCA filing obligations, and the sharing economy
Y2
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),
Y3ideas_180784957
The firm’s tax practice quality control manual
Y4
Tax preparation process and procedures
Y5
11 items to cover in a pre-tax season staff meeting
What to do during busy tax season
AICPA_Aon_White_Master_Logo
Guide | Tax Season
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