O1
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.
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Restrict and monitor access to tax software and client tax returns to defined, authorized users.
O2
Test new or updated tax software to ensure that it is working properly and test integration with other applications.
4 things to remember when testing tax software
What to do during busy tax season
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Guide | Tax Season
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