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15 things to include in a
control log
What to do during busy tax season

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


Original due dateandextended filing due datesfor each tax return- Information receipt date
Date(s) additional information is requestedor questions asked Date(s) of client response(s)to additional information requested Completion datesby preparers and reviewers Approvalsby the firm and client- Assembly, delivery, mailing, filing and acceptance dates