
Include all tax returns and related forms,
1
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.2
Consider memorializing the following information
in the control log:
Original and extended filing due datesfor each tax return, Responsible client parties,- Information receipt date,
Date(s) additional information is requestedor questions asked, Date(s) of client response(s)to additional information requested, Completion datesby preparers and reviewers, Approvalsby the firm and client, and- Assembly, delivery, mailing, filing and acceptance dates.
3
what to do during tax busy season
3
items to memorialize in a control log to help avoid missed deadlines
Guide | Tax Season Checklists
Table of Contents
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7 ways to help clients prepare

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

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