Guide | Tax Season Checklists
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Table of Contents
What to do now … before the big rush
7 ways to help clients prepare
4 steps to review e-file requirements and processes
5 ways to update engagement letters
3 must-do’s to review client acceptance and continuance
7 steps to prepare the firm for tax season
5 data security concerns
4 ways to assist staff in preparing for tax season
What to do during tax season
13 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
3 ways to plan for deadlines and help avoid careless errors
2 keys to survival
How to Address COVID
4 COVID-related items to keep in mind
What to do now…
before the big rush
Busy season is, well, busy. Advance planning and preparation now, before things become too hectic, can help mitigate the risk of an error or omission during busy season.