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.
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.
Train all tax professionals on the use of the software
new capabilities and the most efficient way to use the programs.
Restrict and monitor access to tax software and client tax returns
to defined, authorized users.
what to do during tax busy season
things to remember when testing tax software