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by ed mendlowitz
how to review tax returns: the field-tested update
reviewing returns is a technical process. however, there are times that the mechanical functioning of tax season interferes with or alters the reviewer routine and momentum.
more: why you can’t skip checklists | tax review procedures are your quality control | seven types of tax return reviews | how to turn tax returns into new business
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most returns are reviewed on a fifo basis as they are transferred to the reviewer. however, in many firms returns are pushed to the head of the line for many reasons – some legitimate, such as the client is going on a vacation, and some because the partner wants to get a return out to the client.
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