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
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
5 data security concerns
4 ways to assist staff in preparing for tax season
What to do during tax season
4 items to memorialize in a control log to help avoid missed deadlines
4 things to remember when testing tax software
12 items to cover in a pre-tax season staff meeting
9 tasks that should be performed for each client
2 ways to plan for deadlines and help avoid careless errors
2 keys to survival
3 COVID-related items to keep in mind
Introduction
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. The following checklists provide many suggestions firms should consider in planning for this work.
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
4 ways to assist staff in preparing for tax season
What to do now … before the big rush
5 data security concerns
5 things to remember when testing tax software
13 items to cover in a pre-tax season staff meeting
4 items to memorialize in a control log to help avoid missed deadlines
9 tasks that should be performed for each client
3 ways to plan for deadlines and help avoid careless errors
2 keys to survival
What to do during tax season
Addressing the Impact of COVID-19
4 COVID-related items to keep in mind
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