B1
Train staff to perform “tick and tie” reviews of simple returns during the busy season.
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Review information from the client upon receipt and follow up with the client in writing if information is missing or incomplete.
B2
If the final information required to complete the return is minor and will not be received until close to the deadline, consider preparing an initial draft return, including review and filing for an extension early.
B3
As deadlines approach, firm members may become overwhelmed and proper reviews may not be performed. Consider the following:
4 ways to better plan for deadlines
What to do during busy tax season
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Guide | Tax Season
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