what to do now … before the big rush
5
steps to review e-file requirements
and processesThe ability to file federal, state and local tax returns electronically is essential. Ensure the firm’s capabilities to do so are in place prior to the start of the filing season.

Guide | Tax Season Checklists
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Table of Contents

7 ways to help clients prepare

5 steps to review e-file requirements and processes

4 ways to update engagement letters

3 must-do’s to review client acceptance and continuance

7 steps to prepare the firm for tax season
4 ways to assist staff in preparing for tax season
What to do now … before the big rush

5 data security concerns
What to do during busy tax season
12 items to cover in a pre-tax season staff meeting


4 items to memorialize in a control log to help avoid missed deadlines
4 things to remember when testing tax software


9 tasks that should be perfomed for each client

2 ways to plan for deadlines and help avoid careless errors

2 keys to survival
How to Address COVID

3 COVID-related items to keep in mind
Research mandatory e-filing requirements for federal and state tax returns.
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2
Review the information currently on file with the IRS
Train professional and administrative staff on firm e-filing processes.
acceptance
, not only receipt, for at least three years.3
Inform clients that returns will be filed electronically
IRS e-file Signature Authorization
and state equivalents must be received by the firm before tax returns are filed electronically. If a joint income tax return is filed, both spouses must sign the engagement letter and e-file authorization form.4
Obtain a signed Form 8878,
IRS e-file Signature Authorization for Form 4868 or Form 2350
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