Review prior year engagement letters and update, as needed.
here
to get three free customizable engagement letters today. 1
Review firm policy on issuing engagement letters.
here
to get three free customizable engagement letters today. 2
Emphasize engagement letter usage for all tax services,
3
Inform clients that the firm will not begin preparing tax returns
4
what to do now … before the big rush
4

Guide | Tax Season Checklists
Table of Contents
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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