{"id":56628,"date":"2018-11-12t14:00:26","date_gmt":"2018-11-12t19:00:26","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=56628"},"modified":"2018-11-13t16:13:11","modified_gmt":"2018-11-13t21:13:11","slug":"busy-season-prep-12-essential-checklists","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/11\/12\/busy-season-prep-12-essential-checklists\/","title":{"rendered":"busy season prep: 12 essential checklists"},"content":{"rendered":"
more than 50 items to get off to a good start.<\/strong><\/p>\n
卡塔尔世界杯常规比赛时间 research \n<\/em><\/p>\n
planning for tax season is an important step in both optimizing profits and managing the professional liability risk associated with providing tax services,.\u00a0pre-tax season training of personnel and proactive review of administrative procedures will improve efficiency through april 15th<\/sup> and beyond.\u00a0<\/em><\/p>\n
part 1. what to do now\u2026 before the big rush<\/strong><\/p>\n
\n
4 ways to help clients prepare<\/li>\n
5 steps to review e-file requirements and processes<\/li>\n
4 ways to update engagement letter processes<\/li>\n
3 must-do\u2019s to review client acceptance and continuance procedures<\/li>\n
8 steps to prepare the firm for tax season<\/li>\n
5 ways to help staff prepare for tax season<\/li>\n<\/ul>\n
part 2. what to do during busy\u00a0season<\/strong><\/p>\n
\n
11 items to cover in a pre-tax season staff meeting<\/li>\n
15 things to include in a control log<\/li>\n
4 things to remember when testing tax software<\/li>\n
8 things every tax preparer should do for each client<\/li>\n