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
What to do now…
before the big rush
Busy season is, well, busy. A little bit of advance planning and preparation now, before things get too crazy, can help mitigate the risk of an error or omission during busy season.