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The 2012 Practice Guides and Checklists are updated, reviewed and tested and are now 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.
We are happy to announce again this year, that the majority of the tax checklists will be available as part of Interactive Tax Checklists! There are also several enhancements to the Interactive Tax Checklists such as workflow, batch client import, and more.
Please note, we will not be offering the fillable PDF checklists for download. However, you can access a printout of a completed checklist by logging into the Interactive Tax Checklists, answering the questions and printing a completed PDF for your client.
What is Interactive Tax Checklists?
This tool combines the trusted content of the AICPA's Tax Practice Guides and AICPA’s Tax Checklists with a digital environment to promote efficiency and firm collaboration. You’ll be able to interact with the trusted content—no need to copy and save for every client; log on and access your checklists from any trusted Internet connection; and share access to checklists within your firm.
With this solution firms can develop a more efficient checklist process, saving time while supporting gold standards in client service.
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Tax Law Changes Incorporated into Interactive Tax Checklists
The 1040, 1120S, 1120C, and 1041 have been updated with the new tax law changes for the 2012 tax year. If you have already started your checklist, no problem! Upgrade your checklist and continue working. To upgrade, first make sure you are in firm administrator. You will see a green arrow icon notifying you that an upgrade is available. Select that icon. It will ask you if you would like to see the changes or skip. You can choose to view the report, this process may take several minutes, a report icon will appear next to the checklist when the report is ready. You can see what has been deleted or modified in the checklist.
In case you were wondering, the word and pdf versions also have the tax law changes incorporated in them.
Key Features of Interactive:
- Ability to release interim updates, or versions
- Updates to checklists can be done throughout the year without interruption to your current work
- Logic-driven Content
- Integrated logic to present only relevant questions never sift through pages of "n/a" again
- Firm Collaboration
- Firms have their own environment for sharing content
- Tools to facilitate checklist review, completion of in-process documents, inserting comments and notes, and tracking engagement progress
- Paperless Efficiencies
- Online access to checklist—no file searching
- Roll forward client information, comments, and engagements
- Continuous access throughout year for client setup and staff training before busy season
- Anytime PDF export for offline review and client work papers
| Download Guides and Checklists |
If you prefer the Word and PDF versions are in the process of being released. We will be converting the full suite of interactive checklists into Word and PDF documents that will be available for download from the Tax Section website. Please note, we will not be offering the fillable PDF checklists for download. However, you can access a printout of a completed checklist by logging into the Interactive Tax Checklists, answering the questions and printing a completed PDF for your client.
We have developed a comprehensive list of frequently asked questions related to this product. You can see the full list of FAQs here.
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| Tutorial |
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Learn about the new Interactive Tax Checklists by watching this tutorial that demonstrates how to navigate, search, and more! |
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Firm Access Special Pricing
Through our firm access model, tax section members have the ability to add access for additional staff who are not members of the tax section, including paraprofessionals, temporary/seasonal employees and non-CPA staff, for only $50 per user – a savings of 75% off the retail price. To take advantage of this benefit, click here! Be sure to login to receive the discounted pricing at checkout.
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Not a Tax Section member? Join the AICPA Tax Section today and gain access to this new Interactive tool.
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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.
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| 2012 Tax Practice Guides Task Force |
Members of the 2012 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: |
James M. Littlefield, Chair
Chris Davis
Craig Fisher
Mary Kay Foss
Lynn Henley
Thomas Herbert
Michael Miller
Tom Perdue
Lorraine Travers
Cindy Utterback |
Ellen Cook
Ita Hilly
Robert Kane
Louis Librandi
Michael Miller
State & Local Tax TRP Members
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AICPA staff:
Melanie Lauridsen, Technical Manager
Crystal Briscoe, Administrative Secretary
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.