We’ve put together a tax return checklist for clients to make sure they're prepared for their tax appointment. Check it out!
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With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put together a tax return checklist for clients. Share this list via bulk email or through a client portal for a quick way to remind your clients how to prepare for tax season. By the time they meet with you in person or through a virtual meeting, their appointment will go as smoothly as possible.
In order to prepare for a tax appointment with a tax preparer, taxpayers should be sure to gather all of the following information and documents that apply to their tax situation.
Aside from sharing the tax return checklist with your clients, there are a few other tips you may want to share with them around how to prepare for tax season. Here are 4 best practices we recommend for clients:
See tax return checklist for details.
Don’t wait until the last minute to make a tax appointment or your tax refund may be delayed. The busier the IRS gets processing returns, the longer you’ll have to wait for your refund money.
Come to your tax appointment prepared with the questions you have for your tax preparer. Your appointment is a better time for them to answer those questions rather than having to call or email you later.
Be responsive and provide answers to your tax preparer’s questions as quickly as possible to keep your tax work moving forward.
Interested in more tips about client management?
Check out Client Management Strategies for Accounting Firms, an ebook by Jason M. Blumer, CPA, and CEO of Thriveal and Blumer CPAs. Blumer discusses the importance of having a client management strategy and shares client management strategies he has seen success with in his businesses.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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