Tax year release dates
Is the tax season approaching soon? Don't worry, we're here to ensure that you're well-prepared and ready for the upcoming tax season. In this article, you can view the upcoming release dates and begin planning your firm's workflow. We've also added links to checklist items to help your firm plan and prepare for the upcoming tax season.
Step 1: Tax season checklist | Step 3: Prepare/Review Tax Return |
Step 2: Gather Documents | Step 4: Deliver Tax Return to clients |
note
The planned release dates in this article are subject to change if necessary. The dates in this article will be updated if there are any changes to the planned release schedule.
Step 1: Tax season checklist
Before anything else, preparation is the key to success.
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. |
Step 2: Get documents
In this initial phase, you can contact your clients and get the documents needed to prepare a tax return. For new first-year clients, you can expedite the process by uploading a client's tax return from the prior year to create proforma placeholders in the tax application (see Tax Return PDF Extraction).
Preparing a proforma has the following benefits:
- Ensures information is captured and exported to the correct form during verification and preparation.
- Track any missing documents in SPbinder and TaxCaddy
- Create a list of documents you want to request from your clients - when you are ready to get tax documents from your clients, TaxCaddy will use proforma information in the tax application to create a custom Document Request List (DRL) for each client.
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 |
note
Attention GoSystem Tax RS customers:
- A new GoSystem integration setup will be needed to complete DRL and create binders for tax year 2024. Step 3: Prepare/Review tax return
In the Prepare/Review phase, you can submit a binder for preparation. In FileRoom, you will see a new tax year appear in the dropdown. You will also see the new tax year appear as an option on the
Create New Binder
window.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 |
Step 4: Deliver tax return
After you complete your client's tax return, you can use the
Deliver
feature in Reviewer Dashboard to send your clients their documents (tax returns, tax payments, and e-file authorization) in an organized way. SurePrep can split the documents and send them to your clients.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 |
note
The list of forms supported on the release date may be limited. Reviewer Dashboard may not be able to
Split Deliverables
for certain forms until it is supported.SurePrep will incrementally add support for the remaining forms after the initial release. Related Content
-
Tax season checklist
Format:
Article
-
TaxCaddy Tax Season Checklist
Format:
Article
-
Tax return PDF extraction
Format:
Article
-
Announcements
Format:
Article
