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Include all tax returns and related forms, such as estate tax returns, those related to minor children, unfunded trusts, foreign financial accounts, and state filings, even if the client falls below the filing threshold in the current year or if no tax is due.
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Remember to include IRS and state correspondence with due dates for notices and information document requests. Consider including dates to follow-up with the client or tax agency if you have not heard from them.
Arrow.svgConsider memorializing the following information in the control log:
    • Original and extended filing due dates for each tax return,
    • Responsible client parties,
    • Information receipt date,
    • Date(s) additional information is requested or questions asked,
    • Date(s) of client response(s) to additional information requested,
    • Completion dates by preparers and reviewers,
    • Approvals by the firm and client, and
    • Assembly, delivery, mailing, filing and acceptance dates.
What to do during busy tax season
3 items to memorialize in a control log to help avoid missed deadlines
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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