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 May Update

2017 Busy Season Calendar

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 2017 Busy Season Calendar will provides a channel for showing staff that their efforts are appreciated and will keep them motivated through tax season. Add your firm/company logo to this sample calendar, post it in your office and let the good times roll! Use this toolkit to help you, your staff and your clients understand the impacts of health care reform. Navigate the changes and identify new service opportunities.
     



 
Tax News
Additional Resources

How does your firm cope with workload compression?

Check out these Workload Compression Survey Results!  CPA Firm Management Association (CPAFMA) teamed up with PCPS to survey members of both organizations to identify strategies firms are using to mitigate the impact of seasonality and workload compression.

  Tax Identity Theft Resources

The AICPA Tax Section has accumulated a number of resources to help practitioners learn more about this issue and advise clients.
 
Time Sensitive Planning Given the Proposed Section 2704 Valuation Regulations

On August 2, the Treasury Department released the long-awaited 2704 proposed valuation regulations that may limit the availability of estate and gift tax valuation discounts.  The proposed regulations would amend section 25.2701 to address what constitutes control of an entity, among other items. Practitioners have until at least December 1 to assist clients in reducing their estate tax burdens by making transfers under the existing valuation methods before the proposed regulations become final. Access a new resource page with the latest news, analyses, and strategies to address with your clients, including podcasts and more from leading experts.
 
Tax Practice Management Podcasts (courtesy of the AICPA Tax Section)

Billing & Collections Activity

Technology
 
Client Communications

Workflow Automation

Tax Practice Management

How Workflow Technology Can Transform Your Practice Whitepapers
These straight-forward whitepapers answer key questions such as: what exactly is workflow, how can workflow technology transform my practice and how do I choose a workflow solution.

Best Practices On Utilizing Automated Workflow, Including Examples For Individual Tax Engagements

Best Practices on Utilizing Automated Workflow, Including Examples for Entity Tax Engagements

Best Practices on Utilizing Automated Workflow, Including Examples for Tax Notice Engagements

 

Changes made to tax return due dates

Original and Extended Due Dates Summary Chart 

Why new tax return due date changes are important


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.

  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.
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