Tax Planning Guide and Refund Information Publications

Find useful talking points for clients in IRS Publication 5349, Year-Round Tax Planning is for Everyone, which reviews withholding, organizing tax records, filing and dependent status, plus a quick tax prep checklist. For more in-depth client outreach, take advantage of our customizable Client Tax Newsletter.
Publication 2043, IRS Refund Information Guidelines for the Tax Preparation Community, provides direct deposit information for tax pros. It also reminds preparers that:

  • Any claims concerning faster refunds by virtue of electronic filing must be consistent with the language in official IRS publications;
  • Form 8888 cannot be used to collect fees; and
  • The IRS cannot deposit more than three refunds into the same account.