Interactive Tax Checklists

Interactive Tax Checklists

 

Interactive Tax Checklists


Learn about the new Interactive Tax Checklists by watching this tutorial that demonstrates how to navigate, search, and more!

Coordinate and collaborate with efficiency during your busiest time of year with the all-new AICPA Interactive Tax Checklists. This new tax planning and workflow efficiency tool includes the content you trust in a new interactive online environment. By leveraging more than 30 years of experience publishing our popular annual Tax Practice Guides and Checklists, we now offer a high-quality interactive option for today's digital CPA. With advanced sharing and collaboration capabilities, visual navigation and checklist review status, you will experience a more efficient process for managing your upcoming tax season.

This new dynamic online tool gives tax preparers:

  • Process Control and Standardization – Now everyone preparing returns at your firm can leverage the gold standard AICPA tax checklists for forms 1040 and 1120 to minimize errors and omissions and provide helpful triggers for newer staff.
  • Firm-Wide Collaboration – Collaboration amongst your staff will be simpler, and more efficient, than ever before. The tool supports a multiple level review process. Your firm will no longer need to pass a document via email or worry about managing version control issues.
  • Enhanced Client Service – Leveraging the full capability of the Interactive Tax Checklists, will result in more accurate and timely output and, ultimately, increased client satisfaction.
  • Workflow Management – The Interactive Tax Checklists include a dashboard view of all checklists in progress as well as a visual navigation within each checklist to determine the level of completeness. You are able to track reviews, comment on items, and even sign off.
  • Easy access – This tool can be accessed through a secure login on any Internet connection with a PC or tablet, ideal for staff members working on-site or remotely.

Purchase Here

The Interactive Tax Checklists are available free to Tax Section members.

Firm Access Special Pricing for Tax Section members
Through our affiliate option, Tax Section members have the ability to add access for additional staff who are not members of the Tax Section, including paraprofessionals, temporary/seasonal employees and non-CPA staff, for only $50 per user – a savings of 75% off the retail price. To take advantage of this benefit, be sure to login to receive the affiliate pricing at checkout.        

For Tax Section membership information, click here.