Research mandatory e-filing requirements for federal and state tax returns.
1
Review the information currently on file with the IRS
2
Train professional and administrative staff on firm e-filing processes.
only
upon receipt of both the signed e-file authorization forms and documentation acknowledging review and approval of draft returns from the client. Retain documentation acknowledging the client’s approval of the return and the e-file authorization form. When filing electronically, save acknowledgments from the IRS or other tax authorities indicating return acceptance
, not just 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
5
what to do now … before the big rush
5
steps to review e-file requirements and processesGuide | Tax Season Checklists
Table of Contents
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7 ways to help clients prepare
5 steps to review e-file requirements and processes
4 ways to update engagement letter processes
3 must-do’s to review client acceptance and continuance procedures
7 steps to prepare the firm for tax season
4 ways to help staff prepare for tax season
What to do now … before the big rush
5 data security concerns to address
3 items to memorialize in a control log to help avoid missed deadlines
4 things to remember when testing tax software
11 items to cover in a staff kick-off meeting
9 things that should be done for each client
2 ways to plan for deadlines and help avoid careless errors
2 keys to survival
What to do during tax busy season