2011 Tax Practice Guides and Checklists

    2011 Tax Practice Guides and Checklists 

    They’re here! The 2011 Practice Guides and Checklists have been updated, reviewed and tested and are ready for you to download. A big thank you to our volunteer task force members for their many hours of hard work and the reviewers who put in many hours as well in putting this together!

    Our comprehensive package includes:

    • engagement letters
    • organizers
    • checklists, and
    • miscellaneous practice guides

    The Word versions can be downloaded and modified to your firms’ specific desires and specifications. The PDF versions cannot be modified, but are fillable and savable as an electronic file – great for firms that are paperless as it can be saved directly to clients’ electronic files.

    New this year! In addition to the Word and PDF versions, the AICPA is launching a new interactive version () of the individual and C corporation checklists that makes document management and handling by multiple preparers much easier.

    Download Guides and Checklists

    = Interactive Checklist available

    Notice to Readers

    Tax practice guides and checklists are designed as educational and reference material for the members of the Tax Section and others interested in the subject. They do not establish standards or preferred practices.

    Although much thought and effort have gone into the development of these guides, they are subject to change. These practice guides are issued as drafts only, and you retain responsibility for their final content. Please review them carefully and make any changes necessary for your specific use.

    2011 Tax Practice Guides Task Force

    Members of the 2011 AICPA Tax Practice Guides Task Force prepared these practice guides.

    The members of the task force are listed
    alphabetically below:
    On behalf of the task force we would like to
    offer a special thanks to the reviewers:

    Chris Davis
    Craig Fisher
    Lynn Henley
    Thomas Herbert
    Robert Holman
    James M. Littlefield, Chair
    Michael Miller
    Tom Perdue
    Lorraine Travers
    Cindy Utterback

    Ellen Cook
    Mary Kay Foss
    Ita Hilly
    Robert Kane
    Louis Librandi
    Michael Miller
    State & Local Tax TRP Members




    AICPA staff:

    Abraham Schneier, Senior Technical Manager
    Crystal Briscoe, Administrative Secretary

    Prior Years' Checklists

    Terms of Use

    Access to the Tax Practice Guides and Checklists is intended as an individual benefit of Tax Section membership. The Tax Practice Guides and Checklists are created by and copyrighted to the American Institute of Certified Public Accountants, which reserves all rights. Except in the context of performing client services, reproduction, redistribution, republication or resale of this product by the member granted access is prohibited. Should AICPA omit or decline to enforce any aspect of these Terms of Use at any given time or instance, such non-enforcement does not constitute and should not be construed as a waiver of AICPA’s rights as to any other or future instance. For more information about the terms of use for Tax Practice Guides and Checklists, or to request permission for a use which exceeds these limitations, please contact Thomas Robinson, Senior Manager, Licensing, Rights & Information Services, at 919.402.4031 or via copyright@aicpa.org.
    Copyright © 2006-2014 American Institute of CPAs.