Tax Resources

    PCPS Tax Resources 

    Use the following resources and information to help you and your firm understand and apply tax laws and stay informed of new developments.

    1040 Tax Returns Status

    Workflow Technology

    Health Care Reform Toolkit

    1040 Tax Returns Status:  National Average August Update

    How Workflow Technology Can Transform Your Practice

    Health Care Reform Toolkit

      Compare your 1040 tax returns status reports with this dashboard that provides year over year comparison of key data points as reported by users of XCM’s workflow solution. This straight-forward whitepaper answers key questions such as: what exactly is workflow, how can workflow technology transform my practice and how do I choose a workflow solution. Use this toolkit to help you, your staff and your clients understand and prepare for the impacts of health care reform. 

    Additional Resources


    AICPA Recommends Change to Return Due Dates

    Original and Extended Due Dates Summary Chart 

    FREE webcast: Wednesday, September 16, 2015 12:00 – 1:00pm ET
    Learn the new important changes to tax return due dates and related AICPA tax advocacy efforts.
    Please join us for the in depth discussion of the new rules that will take effect for the 2017 filing season.  
    Register now!


    Tangible Property Regulations

    Tangible Property Regulations (Repair Regs) Guidance and Resources
    Visit the AICPA Tax Section for the latest information on the IRS issued final disposition rules for tangible property. In addition, the following webcasts will provide background and updates on this hot topic.

    Change is coming: Accounting method changes under the tangible property regulations

    What Taxpayers Need to Know to Comply With the Final Tangible Property Regulations

    Sec. 179 and the repair regs.

    2014 Filing Season Quick Guide
    The Journal of Accountancy's annual Quick Guide is a printable card that contains dollar thresholds, tax tables, standard amounts, credits, and deductions to keep at your fingertips.

    Defense of Marriage Act (DOMA) Resource Page

    Defense of Marriage Act (DOMA) Resource Page Courtesy of AICPA Tax Section
    The U.S. Supreme Court recently made rulings on two landmark cases related to domestic partners and same-sex marriage. Use this resource page to understand the implications of these rulings and to find related resources.

    Interactive Tax Checklists

    Tax Practice Quality Control Guide  Open to AICPA Tax Section Members
    Now, more than ever, it is vital for firms to establish, maintain, and document a tax practice quality control system.  This guide presents recommendations of the AICPA Tax Division's Tax Practice Responsibility Committee (TPRC) on how the Statements on Standards for Tax Services affect the tax practice quality control systems for CPAs in public practice.

    The CPA's Guide to Social Security Planning

    The CPA's Guide to Social Security Planning 
    CPAs are uniquely positioned to assist clients with Social Security and other retirement benefit issues due to their understanding of a broad range of personal financial planning concerns, including taxation.  This guide is a valuable tool that blends information and planning guidance for CPAs seeking to offer guidance to clients on Social Security benefits.

    Affordable Care Act 101

    Affordable Care Act 101 Webinars Presented by SBA & Small Business Majority  
    Health care continues to be an important issue for small business owners.  The Small Business Administration and Small Business Majority are committed to helping businesses navigate the changes and opportunities in health care through the Affordable Care Act 101 webinar series.

    AICPA Tax Section - The Tax Section provides tax practice tools and aids, resources and guidance to help CPA tax practitioners elevate their practices and maintain the highest ethical standards.
    • ACA Provisions to Know for 2014 Individual Returns - New lines on Form 1040 and brand new tax forms (Form 8962, 8965 and 1095-A) are some of the hot items for the 2015 filing season. Are you up to date with the ACA implications this tax season? The Tax Section was super kind in allowing PCPS members free access to this webcast.
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