Tax Office SOPs: Compliance Reveiw

This guide will help you get more organized and develop a system for the most important tasks in reviewing a return for compliance checks before transmitting.

This is perfect for any preparer but beneficial the most for EROs and Service Bureaus who have a team and want to make sure they're compliant.

What's Included:

• Step by Step SOP for Compliance Review
• Tax File Checklist (what's needed for every file)
• Automated Compliance Checklist Workflow Using Jotform