Correctdocs

Tax Season

Checklists, timelines and playbooks for getting through tax season with fewer late and missing documents.

  1. Multi-State Tax Clients: Extra Documents to Collect

    Clients who moved, worked remotely across state lines or own out-of-state property need more than a standard checklist. The extra documents and dates to collect.

    6 min read

  2. IRS Identity Protection PIN: What Tax Preparers and Clients Need to Know

    An IP PIN stops anyone else filing a return with a client's Social Security number. Who can get one, how to enroll, and how firms collect it every season without delaying returns.

    7 min read

  3. Cryptocurrency Tax Documents: What to Collect From Clients

    Crypto clients rarely have one tidy tax form. The exchange reports, transaction histories and cost basis records to collect, and the questions to ask every client.

    7 min read

  4. CP2000 Notices: How to Help Clients Respond to an IRS Income Mismatch

    A CP2000 means the IRS found income on file that doesn't match the return. What the notice is, how to respond on time, and how to prevent the next one by catching missing documents before filing.

    8 min read

  5. Corrected 1099s: What Tax Preparers Should Do When a Client's Form Changes

    Brokerages and payers often issue corrected 1099s after the originals. How to spot a corrected form, when to wait before filing, and what to do if a correction arrives after the return is filed.

    7 min read

  6. 2027 Tax Deadlines Calendar for Accounting Firms (Tax Year 2026)

    Every key federal deadline for the 2026 tax year filed in 2027, with exact weekdays, plus the internal client document deadlines accounting firms should set for each one.

    9 min read

  7. The Complete Tax Document Checklist for 2026

    Everything to gather before you file your 2026 tax return, from W-2s and 1099s to deductions, business records and rental income, plus how to avoid the delays that slow most returns down.

    7 min read

  8. Form 8879 Explained: E-File Signature Rules, E-Signatures and Retention

    Form 8879 is the client's signature authorization for an e-filed return. Who signs it, electronic signature and identity verification rules, the three-year retention requirement and Form 8879 vs Form 8878.

    8 min read

  9. IRS Transcripts Explained: The 6 Types and How Accounting Firms Use Them

    The six IRS transcript types explained, how tax professionals access them through TDS and Tax Pro Account, masked vs unmasked transcripts, and how to use wage and income data to catch missing client documents.

    9 min read

  10. Tax Extensions Explained: Form 4868, Form 7004 and What an Extension Doesn't Cover

    An extension gives more time to file, not to pay. A complete guide for accounting firms to Form 4868 and Form 7004, 2027 extended deadlines, penalties, penalty relief and building a firm-wide extension policy.

    11 min read

  11. Late K-1s: How Tax Preparers Handle Delayed Schedule K-1s

    Late Schedule K-1s are one of the most common reasons individual returns go on extension. Why they arrive late, how to plan around them and how to keep clients informed.

    7 min read

  12. How to Get Clients to Send Tax Documents on Time: 10 Practical Tactics

    Late and incomplete documents are the biggest bottleneck in tax season. Here are ten practical ways to get clients to send what you need, on time, starting before January.

    7 min read