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If a procedure is not working, change it. Procedures were designed to accomplish certain tasks in an efficient manner. If such efficiency is not being achieved and a better idea has been proposed, try it.
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All tax work should be routinely monitored to help prevent errors, and in turn, professional liability claims. Most tax-related professional liability claims arise from inadequate review of client data and completed returns, rather than inadequate training.
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As deadlines approach, firm members may become overwhelmed and proper reviews may not be performed. Consider the following:
3 Keys to Survival
What to do during busy tax season
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Guide | Tax Season
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