Our comprehensive package of resources are now available for download! We have checklists, organizers, and engagement letters for key practice areas, including: Corporations, Estates, Trusts & Gifts, Exempt Organizations, Individuals, Partnerships, and S Corporations. Our practice guides cover nexus, state and local unique tax considerations for both business and individual clients, as well as vehicle related guidance.
Note that some of our organizers and checklists were recently updated due to an error in the fillable form fields. Please ensure that you have the most recent versions downloaded.
These resources are exclusively available to AICPA Tax Section members. Join the Tax Section today
This comprehensive package includes:
Tax Organizers - a client facing package to assist in the collection and submission of information necessary to prepare a tax return, can be individual or business
Client Engagement Letters - the contract between the client and accountant that defines scope of work (e.g., returns to be prepared) and the responsibilities and obligations of each of the respective parties; many include fee estimates or quotes and other language regarding ability to use and/or disclose tax information
Tax Checklists - used to addresses the issues, areas, or topics related to a specific tax form, used by preparers and reviews to ensure compliance with IRS reporting and documentation rules, and assist practitioners with identifying any missed reporting issues, planning opportunities and potential exam or audit risks on a tax return
Practice Guides - a comprehensive publication on a specific topic or process that includes relevant guidance, recent developments and trends, best practices, and recommendations for workflow and documentation.
Available in both Word and PDF format - Word versions can be downloaded and modified to your firms’ specific desires and specifications. PDF versions cannot be modified, but are fillable and can be saved as an electronic file – great for firms that are paperless as it can be saved directly to clients’ electronic files!