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Step 1: Tax season checklist | Step 3: Prepare/Review Tax Return |
Step 2: Gather Documents | Step 4: Deliver Tax Return to clients |
Checklist | Description |
---|---|
General Checklist | The general checklist will help you make sure you have all the hardware and application ready for the upcoming tax season. |
TaxCaddy Checklist | The TaxCaddy checklist will help you get ready for the upcoming tax season before you send your clients any invites or requests. |
New Tax Year (2025) | Planned Date |
---|---|
TaxCaddy (2025 tax year drop-down menu in client profile) | January 1, 2025 |
2024 Tax Return PDF Extraction | Tentatively June 23, 2025 |
New Tax Year (2024) | Planned Date |
---|---|
TaxCaddy (2024 tax year drop-down menu in client profile) | January 1, 2024 |
Prior Year (2023) Tax Return PDF Extraction | September 2, 2024 |
TaxCaddy (2024 tax year drop-down menu in Client Management) | December 21, 2024 |
TaxCaddy: Questionnaire / Letters | December 21, 2024 |
TaxCaddy: DRL CCH Axcess Tax | December 21, 2024 |
TaxCaddy: DRL UltraTax CS | December 21, 2024 |
TaxCaddy: DRL GoSystem Tax RS | December 21, 2024 |
TaxCaddy: DRL Lacerte | December 21, 2024 |
New Tax Year (2024) | Planned Date |
---|---|
SPbinder: 2024 Binder Submission via API (CreateBinder call) | January 13, 2025 |
FileRoom: 2024 tax year drop-down menu | January 20, 2025 |
SPbinder: 2024 Binder Submission via the FileRoom (Create New Binder window) | January 20, 2025 |
New Tax Year (2024) | Planned Date |
---|---|
Reviewer Dashboard: Split Deliverables GoSystem Tax RS | January 20, 2025 |
Reviewer Dashboard: Split Deliverables CCH Axcess Tax | January 20, 2025 |
Reviewer Dashboard: Split Deliverables UltraTax CS | January 20, 2025 |
Reviewer Dashboard: Split Deliverables Lacerte | January 20, 2025 |