Tax Return Preparation
Standardized workflow for preparing and filing tax returns for clients.
Steps
- 1
Send document request
Send the client a checklist of required tax documents.
- 2
Collect documents
Receive and organize all W-2s, 1099s, receipts, and statements.
- 3
Review prior year return
Check last year's return for carryovers, elections, and consistency.
- 4
Enter data
Input all income, deductions, and credits into tax software.
- 5
Run diagnostics
Run software diagnostics to catch errors and missed opportunities.
- 6
Preparer self-review
Review the full return for accuracy and completeness.
- 7
Manager review
Senior reviewer checks calculations, elections, and compliance.
- 8
Client review
Send draft return to client for review and approval.
- 9
E-file
Submit the return electronically and confirm acceptance.
- 10
Archive workpapers
File all supporting documents and workpapers for retention.
Customize this template
This template is a starting point. Customize steps, owners, deadlines, and proof requirements to match your exact workflow.
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