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
4 things to remember when testing tax software
12 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
2 ways to plan for deadlines and help avoid careless errors
2 keys to survival
What to do during busy tax season
How to address COVID
3 COVID-related items to keep in mind
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
4 things to remember when testing tax software
12 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
2 ways to plan for deadlines and help avoid careless errors
2 keys to survival
What to do during tax busy season
How to address COVID
3 COVID-related items to keep in mind
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.
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