2 Keys to Survival

Guide | Tax Season Checklists

Table of Contents

What to do now … before the big rush

7 ways to help clients prepare

4 steps to review e-file requirements and processes

5 ways to update engagement letters

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

7 steps to prepare the firm for tax season

5 data security concerns

4 ways to assist staff in preparing for tax season

What to do during tax season

13 items to cover in a pre-tax season staff meeting

4 items to memorialize in a control log to help avoid missed deadlines

4 things to remember when testing tax software

9 tasks that should be perfomed for each client

3 ways to plan for deadlines and help avoid careless errors

2 keys to survival

How to Address COVID

4 COVID-related items to keep in mind

what to do during tax busy season

Keys to Survival

The best laid plans may need revision. Here are additional tips.

If a procedure is not working, change it.

Procedures were designed to accomplish certain tasks in an efficient manner. If such efficiency is not being achieved and a better idea has been proposed, try it.

Routinely monitor all tax work

to help prevent errors; and, in turn, professional liability claims. Most tax-related professional liability claims arise from inadequate review of client data and completed returns, rather than inadequate training.