Test new or updated tax software to ensure that it is working properly, and test integration with other applications.
Review new forms issued by the IRS and instructions concerning how to enter information in the software for accurate completion of the forms.

Arrow.svgCheck the software website for updates throughout the tax season. Address all updates immediately. Determine if any programming errors noted last year or earlier in the tax season have been corrected.
Arrow.svgTrain all tax professionals on the use of the software, new capabilities and the most efficient way to use the programs.
Arrow.svgRestrict and monitor access to tax software and client tax returns to defined, authorized users.
What to do during busy tax season
4 things to remember when testing tax software
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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