
Guide | Tax Season Checklists
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Table of Contents
What to do now … before the big rush

7 ways to help clients prepare

5 steps to review e-file requirements and processes

4 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 busy tax season
12 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

2 ways to plan for deadlines and help avoid careless errors

2 keys to survival
How to Address COVID

3 COVID-related items to keep in mind
what to do during tax busy season
2
ways to plan for deadlines and help avoid careless errorsTax season is a hill that just gets steeper as April 15th approaches. Take these steps now may reduce the incline.
1
Train staff to perform “tick and tie” reviews

2
If the final information required to complete the return is minor