Desk Reference Guide for Tax Year 2024

This guide serves as a desk reference for tax return preparers for the tax year 2024. It outlines essential steps to prepare for the upcoming tax season, emphasizing the importance of completing continuing professional education and renewing the preparer tax identification number (PTIN). The guide details the necessary preparations, including ordering tax preparation software, verifying office equipment, and testing the software prior to the season. It also emphasizes the need for effective client communication, such as sending organizers to ensure clients provide the correct information. Additionally, the guide discusses the importance of training staff, updating filing systems, and establishing billing amounts. It highlights the necessity of obtaining an electronic filing identification number (EFIN) and signing up with banks for product offerings. Furthermore, it provides resources available through Drake Software to assist tax preparers in their duties, including online tutorials and customer support.