Introduction
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 firms should consider in planning for this work.
7 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
7 steps to prepare the firm for tax season
4 ways to help staff prepare for tax season
What to do now … before the big rush
5 data security concerns to address
3 items to memorialize in a control log to help avoid missed deadlines
4 things to remember when testing tax software
11 items to cover in a pre-tax season staff meeting
9 things that should be done 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
For a complimentary consultation, please call
1-800-221-3023
, Monday through Friday, 8:30 a.m. to 6 p.m. ET,
to speak with an AICPA Risk Advisor.Or visit cpai.com to review our insurance portfolio and risk mitigation resources.