A few months before
A month before
During the season
After the season
Want this to run on its own next year? That's what our tax season intake automation does.
See Tax season intake →Tax season workflow checklist
Use this tax season checklist to get your firm's workflow ready before the rush, from a few months out to the week after the season ends. Tick items off as you go, and this browser remembers your progress. Each item is a step you can do by hand now or automate later.
Common questions
When should we start preparing for tax season?
A few months before the rush gives you time to review last season, update your client list, and test your intake process with a few friendly clients. Check the CRA's published deadlines for the current year before you set the dates your requests and reminders go out.
Does the checklist save our progress?
Yes, in this browser. Your ticks stay on this device until you clear them, and they never leave your browser. On a different computer or browser, the checklist starts empty, so keep one copy as your team's working list for the season.
Which parts of this checklist can be automated?
Most of the repeat work can run on its own: sending organizers and questionnaires, setting reminder dates, and keeping the outstanding list up to date. Calling the clients the reminders didn't reach, and deciding what to change next year, stay with your team.
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