You've been in business for a long time and you have your pre-tax season routine down pat, don't you? Yet, sometimes, don't you find yourself realizing that you overlooked a step? Or forgot to order something? Left out some crucial bit of software? Or didn't update something you meant to do?
Well, here are some lists to help you:
SOFTWARE
____ a) Tax Preparation - individual ___, partnership___, Corp (all)___, Trust ____, Estate____
____ b) Organizers ___(conversion from old program, if needed) ____
____ c) Electronic Filing
____ d) Payroll Taxes
____ e) W-2/1099 filing (Can they efile?)
____ f) Sales Taxes
____ g) Accounting or Bookkeeping
____ h) Research
____ i) Forms and misc. Software
____ j) Client contact/Billing
____ k) Tax Planning Tools
____ l) Word Processing*
____ m) Spreadsheets*
____ n) Internet Browser and ISP
____ o)______________________________________
____ p)______________________________________
____ q)______________________________________
* Note: Did you know that you can get free office software that's even better than Microsoft Office? Yup, OpenOffice.Org's suite of free tools includes a word processer, spreadsheet, PowerPoint, and more.
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