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.
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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.
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what to do during tax busy season
2 Keys to Survival
Guide | Tax Season Checklists
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 busy tax season
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