Use a control log, common docketing system, or tax return tracking software to help avoid missed deadlines.
Include all tax returns and related forms
, such as those related to minor children, unfunded trusts, foreign financial accounts, foreign earned income, and state filings, even if the client falls below the filing threshold in the current year.
Update the control log
for responsible client parties.
Memorialize the following information
in the control log:
  • Original due date
    and
    extended filing due dates
    for each tax return
  • Information receipt date
  • Date(s) additional information is requested
    or questions asked
  • Date(s) of client response(s)
    to additional information requested
  • Completion dates
    by preparers and reviewers
  • Approvals
    by the firm and client
  • Assembly, delivery, mailing, filing and acceptance dates
15 things to include in a
control log
What to do during busy tax season