Interactive Tax Checklists

Discover a Tool that Can Simplify Your Tax Season! The Interactive Tax Checklists combines the trusted content of AICPA's Tax Checklists and AICPA’s Practice Guides  with a digital environment to promote efficiency and firm collaboration.

Interactive Tax Checklists provides firms with practical guidance you and your staff need for preparing tax returns. Additionally, it can help identify key issues and help work through complicated returns. With this solution firms can develop a more efficient checklist process, saving time while supporting gold standards in client service.

"I first saw Interactive Tax Checklists at an AICPA conference and was amazed at the ease of use and the built in logic. I can easily see how firms both small and large could leverage this tool to gain efficiencies within their practice." 
Robert S. Keebler, CPA, MST, AEP (Distinguished) — Keebler & Associates, LLP

An Introduction to Interactive Tax Checklists - Video
Join Edward Karl, VP, Taxation AICPA as he walks you through this exciting new product from the AICPA.

Features this tool provides:

• Logic-driven Content
• Integrated logic to present only relevant questions—never sift through pages of "n/a" again
• Firm Collaboration
• Firms have their own environment for sharing content
• Tools to facilitate checklist review, completion of in-process documents, inserting comments and notes and tracking engagement progress
• Paperless Efficiencies
• Online access to checklists – no file searching
• Roll forward client information, comments, and engagements
• Continuous access throughout year for client setup and staff training before busy season
• Anytime PDF export for offline review and client work papersAnytime, anywhere access
• Access new checklists as soon as they become available due to tax law changes
• Workflow notifications
• Keep staff and reviewers up-to-date on the status of an engagement with the new workflow email feature
• Messaging center to stay abreast of checklist updates and product information

Flexible firm access options unlock the power of Interactive Tax Checklists for firms of every size.

Interactive Tax Checklists Tutorial - Video
Do you want to learn more? View this in-depth tutorial to see details and how-to use examples for the exciting new Interactive Tax Checklists.
Content Included:

• Checklists:
• Partnership Tax Return (1065) – Full and mini checklist available
• C Corporation Tax Return (1120) – Full and mini checklist available
• S Corporation Tax Return (1120S) – Full and mini checklist available
• Employee Benefit Plans (5500)
• U.S. Estate Tax Return (706)
• U.S. Gift Tax Return (709)
• Tax Exempt Organization (990)
• Individual Tax Return (1040) – Full, short and mini checklist available
• Estate and Trust Income Tax Return (1041)
• State Individual
• State Corporation
• AICPA practice guides – Coming Soon!
• Key IRS Publications