what to do during tax season
ways to plan for deadlines and help avoid careless errors
Tax season is a hill that becomes steeper as April 15th approaches. Taking these steps now may reduce the incline.
Train staff to perform “tick and tie” reviews
of simple returns during busy season.
If the final information required to complete the return is minor
and will not be received until close to the deadline, consider preparing an initial draft return, including reviewing and filing for an extension early.
Obtain a Form 8878, IRS e-file Signature Authorization for Form 4868 or Form 2350, or state equivalents signed by the client, prior to filing an application for an extension of time to file or the final return.