Confirm Credentials & E-File Access
Review PTIN renewal, your firm’s EFIN authorization, and the locations and people covered by your e-file application.
View Resource →Tax Year 2026 · Returns Filed in 2027
2026 Tax Professional Guide
Prepare your practice for the season with focused workflow, IRS, and software resources.
Reviewed October 24, 2026 · Select a topic for full details.
Check Updates & Deadlines
Use the professional calendar and IRS sources to plan filing work, extensions, and operational checks.
View Resource →Document Your Due Diligence
Review Form 8867 requirements for covered credits and head-of-household claims; resolve inconsistent information and retain required records.
Read IRS Guidance →Review Your Security Plan
Maintain a written information security plan tailored to your practice. Review access controls, secure exchange methods, and incident response.
Read IRS Guidance →Confirm Your Package & Test Workflow
Verify forms, states, users, fees, and separately licensed tools. Plan onboarding and test preparation, review, signatures, and acknowledgments.
View Resource →Organize Intake Through Follow-Up
Set clear document requests, reviewer responsibilities, client authorizations, and acknowledgment follow-up.
View Resource →Before your first client appointment
- Confirm current preparer credentials, authorized e-file arrangements, and applicable state requirements.
- Review your engagement terms, fee disclosures, due-diligence process, and secure intake method.
- Test software access and review provider instructions before transmitting actual client returns.
Official sources & scope
This guide organizes practical starting points, not every tax rule or filing obligation. State rules, fiscal years, disaster relief, and individual circumstances may change what applies. Review the linked guidance for your tax year.