
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

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 season
3
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.
1
Train staff to perform “tick and tie” reviews

2
If the final information required to complete the return is minor
3
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.