Train all firm members on the importance of protecting client data, both physical and electronic, at all times, and especially during this busy time of the year. Read The Armor of Awareness to learn what each person at the firm can do to protect client data.
Review library resources and training materials and ensure that up-to-date resources are available to staff. Verify that staff has access to electronic tools and databases used as reference materials.
Revise procedures based upon last year’s post tax-secson wrap-up meeting to improve current year processes for managing tax return preparation.
Remind the tax department to amend the engagement letters for changes in scope. If a reminder is needed, recommend that the group read Don’t Let Scope Creep Lead You Out of Bounds.
5 ways to help staff prepare for tax season
What to do now … before the big rush