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    2012 Tax Practice Guides and Checklists 


    The 2012 Practice Guides and Checklists are available for you to down load.  They incorporate all legislative changes that affected the 2012 filing season. 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.

    Download Guides and Checklists

    The Word and PDF versions of the checklists are below. 

    Notice to Readers

    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.

    2012 Tax Practice Guides Task Force

    Members of the 2012 AICPA Tax Practice Guides Task Force prepared these practice guides.

    The members of the task force are listed
    alphabetically below:
    On behalf of the task force we would like to
    offer a special thanks to the reviewers:

    James M. Littlefield, Chair
    Chris Davis
    Craig Fisher
    Mary Kay Foss
    Lynn Henley
    Thomas Herbert
    Michael Miller
    Tom Perdue
    Lorraine Travers
    Cindy Utterback

    Ellen Cook
    Ita Hilly
    Robert Kane
    Louis Librandi
    Michael Miller
    State & Local Tax TRP Members

    AICPA staff:

    Melanie Lauridsen, Technical Manager
    Crystal Briscoe, Administrative Secretary

    Prior Years' Checklists

    Terms of Use

    Access to the Tax Practice Guides and Checklists is intended as an individual benefit of Tax Section membership. The Tax Practice Guides and Checklists are created by and copyrighted to the American Institute of Certified Public Accountants, which reserves all rights. Except in the context of performing client services, reproduction, redistribution, republication or resale of this product by the member granted access is prohibited. Should AICPA omit or decline to enforce any aspect of these Terms of Use at any given time or instance, such non-enforcement does not constitute and should not be construed as a waiver of AICPA’s rights as to any other or future instance. For more information about the terms of use for Tax Practice Guides and Checklists, or to request permission for a use which exceeds these limitations, please contact Licensing, Rights & Information Services, at 919.402.4031 or via
    Copyright © 2006-2015 American Institute of CPAs.