We’ve created a Tax Return Review Checklist to help your team follow a consistent, thorough process when reviewing client files in TaxTank. It’s designed to reduce back-and-forth, catch missing items early, and make tax time smoother for both you and your clients.
This checklist is ideal for use after a client clicks the “Review” button in their account, signalling they’re ready for you to begin work on their return.
Why use the checklist?
Streamlines review steps across your firm
Ensures all Tanks and transactions are reviewed
Helps with file preparation before lodging in Xero
Improves turnaround time and reduces error
How to use it in your firm
Download theTax Return Review Checklist
Use it as a reference during tax review consultations and file prep
Embed the steps into your tax return workflow or task management system
Train your team to follow it consistently
💡 Tip: Combine this checklist with a shared folder structure (e.g. Spare Tank setup) and regular client check-ins to keep everything running smoothly.