AICPA Releases Latest Interactive Checklists to Speed Tax Preparation

November 9, 2012

Contact: Jeff May, (212) 596-6122,  


NEW YORK (Nov. 9, 2012) – Just in time for tax season, the American Institute of CPAs has enhanced Interactive Tax Checklists, a web-based tool that allows accounting professionals to work more collaboratively and efficiently when preparing returns. With so much uncertainty surrounding tax law changes, the checklists are designed for swift updating so tax practitioners don’t have to backtrack to make sure previously inputted information is accurately presented.

Interactive Tax Checklists are based on the trusted content of AICPA Tax Checklists and AICPA Practice Guides, which have been essential resources for CPAs and financial professionals for more than 30 years.  This tool allows several members of a firm to work efficiently within the same engagement checklist. A key highlight is logic-driven content that only presents questions relevant to that particular client’s engagement.

For the 2012 tax year, the AICPA has released interactive checklists for forms 1040, 1065, 1120 S and 1120 C. Remaining checklists and practice guides will be released on a rolling schedule through the end of the year.

Interactive Tax Checklists include features that facilitate firm collaboration by enabling users to add comments and track progress of tasks to completion. In the latest version, email reminders can be sent to team members on next steps and status updates. In addition, users are now able to access full versions of AICPA Tax Checklists, plus a selection of AICPA Practice Guides and key IRS publications, so the right information is always just a few clicks away.

“We know tax law uncertainty is a significant concern for CPAs and their clients this year, and one of the great advantages of Interactive Tax Checklists is the ability to add new content quickly online to reflect those changes,” said Linda Cohen, vice president of publications for the AICPA. “Users will be notified as soon as we put in revised versions.”

The checklists are free to AICPA Tax Section members and sold at a discount to AICPA members. To order, see For more information, visit the Interactive Tax Checklists page.



Edward Karl,  AICPA Vice President of Taxation, speaks about the Checklists.

A tutorial video is also available online.