BUSY SEASON MANAGEMENT

Busy Season Prep: 12 Essential Checklists

More than 50 items to get off to a good start.

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Planning for tax season is an important step in both optimizing profits and managing the professional liability risk associated with providing tax services,. Pre-tax season training of personnel and proactive review of administrative procedures will improve efficiency through April 15th and beyond. 

Part 1. What to do now… before the big rush

  • 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

Part 2. What to do during busy season

  • 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
  • 2 keys to survival