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Are you prepared for Tax Season?

Free Pre-Season Business Checklists!

From software and banking setup to training and marketing tasks, make sure your tax business is ready by downloading your December Pre-Season Readiness Checklist today!

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Checklists
Recent Tax Updates Tax update

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Things to Know for Current Tax Year Things to know

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Child Tax Credit and Advance Child Tax Credit Payments Things to know

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Paid Preparer Due Diligence Requirements Checklist

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Preparer Security and Tax Identity Theft Identity theft

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Taxpayer First Act and New IRS Modernization Plan Man reading screen

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IRS Voluntary Continuing Education Program and PTIN Requirement for Federal Tax Return Preparers Sharpened Pencils

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IRS Voluntary CE Program and PTIN Requirement Tablet with website screen

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Helpful Tax Websites map with pins

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State Requirement for Preparers which offer Tax Refund Products

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State Requirement for Tax Preparers

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