Tax season checklist
Before you begin Form 1040 or Form 1041 preparation, complete this checklist to assess your current SurePrep application deployment. Also, review SurePrep Support contact information.
✓ The installation of the current SurePrep application has been successfully completed.
✓ The live account set has been reviewed and is complete.
✓ The firm defaults have been set, including path setup, tax application configuration, and office locations.
✓ User set up, including permissions, is complete.
✓ If scanners have changed, the scanner test is complete, with optimal results.
✓ SurePrep workflow process has been documented and discussed with staff members.
✓ Ensure knowledge of how to access the enhancement information and have educated users on such.
✓ Support contact information is readily accessible to all users.
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