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Tax Prep Dispatch: Tax Triage 2018!

The most recent Tax Prep Dispatch: Tax Triage 2018! suggests how to prioritize work during the last days of the filing season. 

The suggested priorities, from most to least important: 

  1. 2014 return - refund
  2. Amended return to correct an error made at your tax site
  3. 2017 return - balance due
  4. 2017 extension - balance due return
  5. Amended return - balance due
  6. 2017 extension – refund return
  7. Everything else
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