Readiness Checklists

Desk Reference Guide

February Tax Season Readiness Checklist

Discover everything you need to continue running a smooth professional tax preparation business during tax season. From software and banking setup to training and marketing tasks, make sure your tax business is ready by downloading your February Tax Season Readiness Checklist.

By completing the form below, not only will you get this great resource, but you will also have access to our 2023 Tax Season Desk Reference Guide, “What to Bring to Your Appointment” checklist for your taxpayer clients, and you will also receive our March Readiness Checklists when they are released!

Get the Free 2024 Tax Season Desk Reference Guide!

Quickly reference important tax topics such as Due Diligence Requirements, TaxPayer Filing Requirements, Standard Deductions, EIC breakdowns, Individual and Corporate Tax Rate Schedules, and more!