Introduction
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4 ways to help clients prepare
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5 steps to review e-file requirements and processes
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4 ways to update engagement letter processes
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3 must-do’s to review client acceptance and
continuance procedures
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8 steps to prepare the firm for tax season
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5 ways to help staff prepare for tax season
What to do now … before the big rush
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11 items to cover in a pre-tax season staff meeting
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15 things to include in a control log
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4 things to remember when testing tax software
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8 things every tax preparer should do for each client
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4 ways to better plan for deadlines
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3 keys to survival
What to do during busy tax season
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. The following pre-tax season checklists provide many suggestions your firm should consider in planning for this work.