Preparing income tax returns: before, during and after

Before preparing income tax returns

There are many steps to consider when completing tax returns. To ensure that you have everything you need before preparing income tax returns, we recommend you follow these guidelines: 

Preparing income tax returns

Establishing a consistent process can help you prepare returns more efficiently.

The following section will provide you with an overview of the steps required when completing a tax return, as well as suggestions and tips that may help you fine‑tune your own working method.

After preparing the income tax return

There are several steps to consider once the tax return has been prepared. Here are some points to keep in mind so that you can end your shift knowing you have met your responsibilities as a tax preparer. By following these steps you are ensuring that you have successfully transmitted the return and safeguarded taxpayer information.

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