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Introduction
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
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.
