G1
Review the prior year workpaper file and permanent file for each client.
Set up the current year file, update client profiles, and check data transferred from last year's data files.
G2
Organize workpaper files with an index, checklists, and applicable notes from last year's files, including net operating loss information, credits, carryovers, and so forth.
G3
Check tax form instructions for changes in tax laws or regulations, changes to tax forms, and additional forms to file.
G4
Assign clients/tax returns to preparers and reviewers based upon their experience and training. Consider having each preparer:
8 things every tax preparer should do for each client
What to do during busy tax season
AICPA_Aon_White_Master_Logo
Guide | Tax Season
Table_of_ContentsShare