
Guide | Tax Season Checklists
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Table of Contents

7 ways to help clients prepare

5 steps to review e-file requirements and processes

4 ways to update engagement letters

3 must-do’s to review client acceptance and continuance

7 steps to prepare the firm for tax season

4 ways to assist staff in preparing for tax season
What to do now … before the big rush

5 data security concerns
What to do during busy tax season
12 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

2 ways to plan for deadlines and help avoid careless errors

2 keys to survival
How to Address COVID

3 COVID-related items to keep in mind
what to do now … before the big rush
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What’s another critical risk management tool? Selecting the right client. This section helps you identify clients that may become troublesome.
Review the firm’s client list from the prior tax season.
Clients: Knowing When to Walk Away
, identifies other factors to consider when deciding whether or not to continue a client relationship. If you’re still not sure, read Take a Hike: Ending Client Relationships
for other considerations. If the decision is made to terminate the client, Client Termination Letters
explains the importance of written termination letters and the content of the letter. 1
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Identify and address clients that may create a potential conflict of interest for the firm.
Managing Conflicts of Interest
and Considerations to Help Avoid Becoming a Casualty in the Divorce Wars
. Establish protocols to address potential conflicts of interest that arise during tax season. Update the firm’s client acceptance checklist and conduct due diligence on prospective clients.
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