4 things to remember when testing tax software

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What to do during busy tax season

Test new or updated tax software to ensure that it is working properly and test integration with other applications.

Check the software website for updates and downloads throughout the tax season.

Determine if any programming errors noted last year or earlier in the tax season have been corrected.

Restrict and monitor access to tax software and client tax returns

to defined, authorized users.

Review new forms issued by the IRS and instructions

concerning how to enter information in the software for the accurate completion of the forms.

Train all tax professionals on the use of the software

new capabilities and the most efficient way to use the programs.