The 2013 Practice Guides and Checklists are rolling out. This week we are releasing the 1040, 1120, 1120 S, 1065 and the organizers. Each week new checklists will be released so please check back often. 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 be available as part of 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.
What is Interactive Tax Checklists?
This tool combines the trusted content of the AICPA's Tax Practice Guides and 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
- Updates to checklists can be done throughout the year without interruption to your current work
- Logic-driven Content
- Integrated logic to present only relevant questions never sift through pages of "n/a" again
- Firm Collaboration
- Firms have their own environment for sharing content
- Tools to facilitate checklist review, completion of in-process documents, inserting comments and notes, and tracking engagement progress
- Paperless Efficiencies
- Online access to checklist—no file searching
- Roll forward client information, comments, and engagements
- Continuous access throughout year for client setup and staff training before busy season
- Anytime PDF export for offline review and client work papers
|Download Guides and Checklists
If you prefer the Word and PDF versions are in the process of being released. We will be converting the full suite of interactive checklists into Word and PDF documents that will be 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.
We have developed a comprehensive list of frequently asked questions related to this product. You can see the full list of FAQs here.
||Learn about the new Interactive Tax Checklists by watching this tutorial that demonstrates how to navigate, search, and more!
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.
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 firstname.lastname@example.org