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.
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Features this tool provides:
Integrated logic to present only relevant questions—never sift through pages of "n/a" again
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
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
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.
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)
AICPA practice guides – Coming Soon!
Key IRS Publications
The Interactive Tax Checklists are available free to Tax Section members. Firm Access Special Pricing for Tax Section members
Through our affiliate option, Tax Section members have the ability to add access for additional staff who are not members of the Tax Section, including paraprofessionals, temporary/seasonal employees and non-CPA staff, for only $50 per user – a savings of 75% off the retail price. To take advantage of this benefit, be sure to login to receive the affiliate pricing at checkout. For Tax Section membership information, click here.
PFP Section Members qualify for a 20% discount.. When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout.
PCPS Member firms are eligible for a discount on this product. Click here to learn more.