
Provide a training plan for staff and independent contractors, concentrating on changes in local, state, and federal tax laws,
1
Review library resources and training materials
and ensure that up-to-date resources are available to staff. Verify that staff has access to electronic tools and databases used as reference materials.2
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.
4
what to do now … before the big rush
4
ways to help staff prepare for tax season
Guide | Tax Season Checklists
Table of Contents
Share

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