Season Readiness Checklist
Initial things to do:
- Know your Account Number
- Apply for EFIN (if applicable)
- Register for data conversion (if applicable).
- Register for your Online Account (My Account)
Conversion Services (if applicable):
- Send in your data for conversion.
Setting Up the Software:
- Install the software
- Set up your options (Firm info; Preparer info, etc)
- Import Data files (if applicable)
Learn Software:
- Attend Training
- Prepare a test return
- Print a test return
- Test your e-file setup (if applicable).
Final things to do:
- Supplies.
- Free Online Tax Research Resource
