Introduction

4 ways to help clients prepare

5 steps to review e-file requirements and processes

4 ways to update engagement letter processes

3 must-do’s to review client acceptance and

continuance procedures

8 steps to prepare the firm for tax season

5 ways to help staff prepare for tax season

What to do now … before the big rush

11 items to cover in a pre-tax season staff meeting

15 things to include in a control log

4 things to remember when testing tax software

8 things every tax preparer should do for each client

4 ways to better plan for deadlines

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.