Tax Season Preparation Template

More finance templates

Prepare for tax season with confidence by meticulously organizing and reviewing all relevant financial documentation. This template outlines a clear strategy to approach the tax season efficiently, increasing the chances of favorable outcomes for your clients.

From compiling and reviewing financial documents to creating and implementing a tax strategy, this step-by-step guide helps you stay on top of your tax consulting tasks and ensures seamless communication with your clients.

Get this template on priority matrix

Tax Season Preparation for Priority Matrix

Tax Season Preparation in Priority Matrix

Organize and review financial documents to ensure a comprehensive strategy for the upcoming tax season.

You can start using Tax Season Preparation or other Finance Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Impact, Quick Wins

  • Task 1: Compile Financial Documents due in 1 week
    ☐ Collect all financial documents ☐ Organize them by type ☐ Scan and digitize paper documents
  • Task 2: Review Financial Documents due in 2 weeks
    ☐ Review all financial documents for accuracy ☐ Make note of any discrepancies or missing information
  • Task 10: Final Review before Tax Season due in 10 weeks
    ☐ Conduct a final review of all financial documents and the tax strategy before tax season starts

High Impact, Long Term

  • Task 3: Create Tax Strategy due in 3 weeks
    ☐ Based on the financial documents, create a preliminary tax strategy ☐ Identify potential deductions and credits
  • Task 4: Review Tax Strategy with Team due in 4 weeks
    ☐ Present the tax strategy to the team for review ☐ Collect feedback and make revisions as necessary
  • Task 9: Revise Tax Strategy if Necessary due in 9 weeks
    ☐ If tax law changes, revise the tax strategy as necessary

Low Impact, Quick Wins

  • Task 5: Implement Tax Strategy due in 5 weeks
    ☐ Begin implementing the tax strategy ☐ Monitor progress and make adjustments as necessary
  • Task 6: Update Client Files due in 6 weeks
    ☐ Update client files with the most recent financial documents and tax strategy

Low Priority / Etc.

  • Task 7: Communicate with Clients due in 7 weeks
    ☐ Communicate the tax strategy to clients and answer any questions they may have
  • Task 8: Monitor Tax Law Changes due in 8 weeks
    ☐ Keep abreast of any changes in tax law that could affect the tax strategy