2013 Tax Practice Guides and Checklists 

     

    All 2013 Practice Guides and Checklists are now available. 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.

    The majority of the tax checklists will also be available as part of the Interactive Tax Checklists

    Same as last year, 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.


    Please note
    that we have updated State and Local Practice Guides available. We have an updated Nexus Guide, new NOL practice guide, new Allocation/Apportionment guide, and updated individual and S Corp/Partnership checklists. 

    The updates to the checklists are not corrections or major additions due to law changes. They are additions and modifications that the members of the State and Local Technical Review Panel felt would add value for the membership and to clarify certain items.

    Download Guides and Checklists

    The Word and PDF versions have been released. We have converted the full suite of interactive checklists into Word and PDF documents that are 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.


    This tool combines the trusted content of the 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.

    Key Features of Interactive:

    • Ability to release interim updates, or versions
    • Logic-driven Content
    • Firm Collaboration 
    • Paperless Efficiencies

    We have developed a comprehensive list of frequently asked questions related to this product. You can see the full list of FAQs here.

    Tutorial for Interactive Tax Checklists

    Learn about the new Interactive Tax Checklists by watching this tutorial that demonstrates how to navigate, search, and more!

     

    Access Interactive Checklists

     

    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.



    Not a Tax Section member? Join the AICPA Tax Section today and gain access to this new Interactive tool.

    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.

    2013 Tax Practice Guides Task Force

    Members of the 2013 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
    Cindy Utterback, Vice-Chair
    Chris Davis
    Cindy Dwyer
    Mary Kay Foss
    Lynn Henley
    Thomas Herbert
    Lorraine Travers
    Susan Rosenberg


    Kristine Mora
    Ellen Cook
    Ita Hilly
    Robert Kane
    Louis Librandi
    Kevin Anderson
    Joe Schneid
    Ronald Height
    Carolyn Turnbull



    AICPA staff:

    Melanie Lauridsen, Technical Manager
    Heather Murphy-Walker, Project 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.

     

     

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