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Train staff to perform “tick and tie” reviews of simple returns during the busy season.
Arrow.svg 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.
What to do during busy tax season
2 ways to plan for deadlines and help avoid careless errors
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
8 steps to prepare the firm for tax season
5 ways to help staff prepare for tax season
What to do now … before the big rush
11 items to cover in a pre-tax season staff meeting
15 things to include in a control log
4 things to remember when testing tax software
8 things every tax preparer should do for each client
4 ways to better plan for deadlines
2 keys to survival
What to do during busy tax season
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