Tax Season Preparation and Client Returns Template

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Plan and prepare for the tax season effectively with this comprehensive template designed for Chartered Accountants. This template guides you through the essential steps to ensure all client tax returns are filed on time, reducing stress and improving efficiency.

From reviewing client information to confirming tax filing deadlines, and from preparing tax returns to following up with clients, this template ensures you cover all bases for a smooth tax season.

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Tax Season Preparation and Client Returns for Priority Matrix

Tax Season Preparation and Client Returns in Priority Matrix

Streamline your tax season preparation and ensure timely filing of all client tax returns.

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Proposed Tasks

High Priority, Immediate Action

  • Task 2: Confirm Tax Filing Deadlines - due in 1 day
    ☐ Check IRS website for filing deadlines ☐ Update calendar with deadlines
  • Task 1: Review Client Information - due in 1 week
    ☐ Update client profiles ☐ Confirm client contact information ☐ Ensure all necessary documents are received
  • Task 4: Begin Tax Calculations - due in 2 weeks
    ☐ Calculate income ☐ Calculate deductions ☐ Calculate tax owed
  • Task 5: Prepare Tax Returns - due in 3 weeks
    ☐ Fill out tax forms ☐ Attach necessary documents
  • Task 6: Review Tax Returns - due in 1 month
    ☐ Double-check calculations ☐ Ensure all necessary information is included
  • Task 8: File Tax Returns - due in 5 weeks
    ☐ Submit tax returns electronically ☐ Confirm receipt of tax returns

Important, Not Immediate

  • Task 3: Plan Tax Preparation Schedule - due in 1 week
    ☐ Allocate time for each client ☐ Plan for contingencies
  • Task 7: Send Tax Returns to Clients for Review - due in 1 month
    ☐ Email tax returns to clients ☐ Follow up with clients to confirm receipt
  • Task 9: Follow Up with Clients - due in 6 weeks
    ☐ Confirm clients are satisfied ☐ Address any concerns

Delegable / Long Term

  • Task 10: Update Client Files - due in 7 weeks
    ☐ Record tax return information in client files ☐ Store files securely