Discover a Tool that Can Simplify Your Tax Season! The Interactive Tax Checklists combines the trusted content of AICPA's Tax Checklists with a digital environment to promote efficiency and firm collaboration. You'll be able to interact with the trusted content—no need to copy and save for every client; log on and access your checklists from any trusted Internet connection; and share access to checklists within your firm.
With this solution firms can develop a more efficient checklist process, saving time while supporting gold standards in client service.
Features this tool provides:
Ability to release interim updates, or versions
Updates to checklists can be done throughout the year without interruption to your current work
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 checklist—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 papers
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)
Direct links to useful guidance
Key IRS Publications
TheInteractive 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.