what to do now … before the big rush
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Engagement letters are one of the best tools in your risk management toolkit. Take the time to update your templates now.

Guide | Tax Season Checklists
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Table of Contents
What to do now … before the big rush

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

5 data security concerns

4 ways to assist staff in preparing for tax season
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
Review prior year engagement letters and update, as needed.
Policyholder Resource Center.
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Review firm policy on issuing engagement letters.
Policyholder Resource Center
. Emphasize engagement letter usage for all tax services,
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Inform clients that the firm will not begin preparing tax returns