what to do now … before the big rush
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ways to to assist staff in preparing for tax season
Staff are the key to a successful tax season. Review this section to help ensure you are addressing their needs.

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
Provide a training plan for staff and independent contractors, concentrating on changes in local, state, and federal tax laws,
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Review library resources and training materials
to ensure that up-to-date resources are available to staff. Verify that staff has access to electronic tools and databases used as reference materials.Revise procedures based upon last year’s post tax-season wrap-up meeting
to improve current year processes for managing tax return preparation.3
Remind the tax department to amend engagement letters for changes in scope.
Don’t Let Scope Creep Lead You Out of Bounds.
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