This daily checklist is very specific to working collections and examination cases. If this is not a practice area for you, then you can basically skip this entire article. For some practitioners, this is the majority of what we do, even during tax season.
Tax resolution work is often very time sensitive. A big piece of what clients actually pay for is to have the tax professional simple manage the process and ensure deadlines are met, taxpayer rights are preserved, etc. The actual paperwork involved in tax resolution also needs to be accurate, so there is an element of precision that needs to be maintained there, as well. Having a checklist to manage your way through this process helps immensely.
Tax Resolution Daily Client Checklist
- Complete Tax Practitioner Priority Calls and file setup for new clients
- Contact clients regarding outstanding document needs (including financial documentation and missing returns)
- Sort and label incoming faxes and mail
- Calendar any IRS deadlines
- Update 433’s with new incoming information
- Follow and update New Client Checklists
- Make Revenue Officer and other Service phone calls
- File all necessary Appeals, IA requests, OIC applications, penalty abatement applicatios, etc. for the day
- Weekly followup with inactive clients
This checklist covers the majority of the actions I need to review on a daily basis in order to stay on track with all my clients. Having a plan like this for each day is the key secret to managing a large case file inventory. Each case file has it’s own written “plan of attack” that serves as a resolution plan and progress tracker for that particular case, but the overall daily checklist gives me a dummy check to make sure I stay on track on with all my clients.
Tomorrow we’ll delve into the Tax Preparation Client Daily Checklist.