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.
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.
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.
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
|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
Mary Kay Foss
Melanie Lauridsen, Technical Manager
Heather Murphy-Walker, Project 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
, 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 email@example.com