2016 Annual Compliance Kit

Note: The resources listed on this page are for the 2016 tax year. For the most current version, go to our Annual Compliance Kit home page.

Our 2016 Annual Compliance Kit is a comprehensive package of resources to help practitioners comply with tax laws and effectively serve their clients. We have checklists, organizers, and engagement letters for individuals, partnerships, corporations, estates, trusts, gifts, and exempt organizations. Additionally, we offer valuable practice guides that cover nexus, unique state and local tax considerations, and the business use of vehicles.   For your convenience, download the entire Annual Compliance Kit in a zip file.

These resources are available exclusively to AICPA Tax Section members. Join the Tax Section today.

Purpose: A tax organizer is a client-facing document meant to assist in the collection and submission of client information necessary to prepare a tax return. 

The below templates are provided in fillable PDF. If you would like a Word version, a zip file is available for download. 

Purpose: These checklists are used to address issues related to a specific tax form, and are used by tax preparers and reviewers to ensure compliance with reporting and documentation, as well as to identify planning opportunities and potential exam or audit risks on a tax return.

The below checklists are provided in fillable PDF. If you would like a Word version, a zip file is available for download. 

Purpose: Our practice guides are comprehensive publications on a specific topic or process that includes relevant guidance, recent developments and trends, best practices, and recommendations for workflow and documentation.

Terms and Notice for Readers

Access to the Annual Compliance Kit is intended as an individual benefit of Tax Section membership. The Annual Compliance Kit is created by and copyrighted to the American Institute of Certified Public Accountants (AICPA), 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 Annual Compliance Kit, or to request permission for a use which exceeds these limitations, please contact Licensing, Rights & Information Services at copyright@aicpa.org.

The Annual Compliance Kit resources are designed as educational and reference material for the members of the Tax Section. 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.

The prior year versions of the Annual Tax Compliance Kit are available below:

2015      2014