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Tax Office SOPs: Compliance Reveiw

Tax Office SOPs: Compliance Reveiw

Sale price  $10.00 USD Regular price  $25.00 USD
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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