2 ways to plan for deadlines and help avoid careless errors

Train staff to perform “tick and tie” reviews

of simple returns during the 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.

what to do during tax busy season

ways to plan for deadlines and help avoid careless errors

Guide | Tax Season Checklists

Table of Contents

7 ways to help clients prepare

5 steps to review e-file requirements and processes

4 ways to update engagement letter processes

3 must-d

o’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 tax busy season