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Provide a training plan for staff and independent contractors, concentrating on changes in local, state, and federal tax laws, including Tax Reform and those related to new and expiring tax provisions. Include a timeline for completion. Consider separate training tracks for staff, managers, and partners, whose responsibilities regarding tax return preparation may differ.
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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.
Arrow.svgRevise procedures based upon last year’s post tax-season wrap-up meeting to improve current year processes for managing tax return preparation.
Arrow.svgRemind the tax department to amend engagement letters for changes in scope. For a refresher on how scope creep can be detrimental to the firm, read Don’t Let Scope Creep Lead You Out of Bounds.
What to do now … before the big rush
4 ways to help staff prepare for tax season
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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