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.1
Check 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.2
Train all tax professionals on the use of the software
,
3
Restrict and monitor access to tax software and client tax returns
to defined, authorized users.4
what to do during tax busy season
4
things to remember when testing tax software
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
