Tax Compliance


Tax Compliance 

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The complexities of the Internal Revenue Code, combined with the ever-changing client environment, makes assisting clients with tax compliance a constant challenge. Whether working with federal or state issues, domestic or foreign matters, or individual or business clients, every practitioner must ensure they are technically competent to serve their clients.

Tax preparation software cannot take the place of a knowledgeable tax practitioner. All practitioners can benefit from regular updates and practical tools. This page contains resources to help you effectively prepare tax returns and serve your clients.

  Join the Tax Section today to gain access to these resources along with other benefits.

Featured Resources

Annual Compliance Kit   

Checklists, organizers, and engagement letters for key practice areas, including individuals, partnerships, corporations, estates, trusts and gifts, and exempt organizations.

New! S Corporation Shareholder Basis Schedule 

 This tool assists tax practitioners in determining an S corporation’s individual shareholder’s basis for use in completing Form 1040, U.S. Individual Income Tax Return

New! Tax Considerations for Sharing Economy Clients

In this video, Annette Nellen, Chair of the AICPA Tax Executive Committee, walks through issues encountered in the sharing economy.

Checklists, Practice Guides, and Templates

Videos, Webcast Archives, and Other Media

Other Resources



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