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.
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.
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
Guide | Tax Season