DECEMBER

TAX PRESEASON CHECKLIST

IRS Tasks

  • Apply for new EFINs (if applicable) online via e-Services at www.irs.gov.
  • Register and/or renew PTINs with the IRS online at www.irs.gov/ptin.
  • Familiarize yourself with new laws, credits and other topics that could affect your clients.

Bank Tasks

  • Find out the requirements needed to be approve to offer Refund Advance to your clients
  • Read in depth about the Refund Advance Product and how it may affect your clients (Availability Fees, Interest, Default, etc.)
  • Register with a bank. To find banking partners with SFP Works visit our Sign-Up sheet here.
  • Understand current IRS e-filing requirements by visiting http://www.irs.gov/for-Tax-Pros
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Software Tasks

  • If you have not yet renewed your SFP Works Professional Tax Software for the current Tax Season, we advice you do so.
  • Set-Up SFP Works Professional Tax Software by calling in to our support.
  • Test the software to ensure full functionality.
  • Familiarize yourself with new SFP Works features and functionality
  • Set your fee amounts

Operational Tasks

  • Test your computer or office network and upgrade as needed
  • Test your printers
  • Prepare your office filing system and research other backup system
  • Order office supplies

Training Tasks

  • Familiarize yourself with tax law changes and preparer compliance.
  • Train your staff on software Functionality, Electronic Signature Pads, Handheld Scanners, Document Manager.
  • Tax Theory.
  • Office Systems and Processes.
  • Encourage your staff to follow us on social media for Tax Updates and support messages.

Marketing Tasks

  • Plan marketing program for existing and new customers
  • Order posters, postcards, and customer giveaways. JPS Print designed print templates available at jprintshop.com
  • Plan tax season promotions
  • Update or perform maintenance on store signage
  • Increase storefront visibility now – keep interior lights on, hang banners and window posters, balloons, etc.
  • Schedule pre-season appointments for prior year customers
  • Email / text message / postcard / phone blitz
  • Send “What to bring to your appointment” checklist
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DOWNLOAD PRESEASON CHECKLIST PDF
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About Company

SwiftFP has provided innovative tax software solutions and services to tax professionals across the country for over ten years. We are a customer focused company with long-term strategic partnerships with industry-leading transmitters, financial product processors and other tax industry-related products.

Managed by MK Management Group

Contact Us

Columbus, OH 43206

Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387

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About Company

Swift FP has provided innovative tax software solutions and services to tax professionals across the country. We are a customer focused company with long term strategic partnerships with industry leading transmitters, bank product processors and other tax related financial products.

Managed by MK Management Group

Contact Us

Columbus, OH 43206

Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387

Quick Links
Subscribe

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