Tax Office SOP Bundle

The Tax Office SOP Bundle is the complete system every tax office needs to run smooth, organized, and compliant operations all season long. Designed in a clean, unbranded format, this bundle gives tax offices clear, easy-to-follow procedures that remove guesswork, reduce errors, and create consistency across every client interaction.

Whether you’re building a new office, training a team, or sharpening your operational structure, this SOP bundle ensures that every workflow is done correctly — the same way, every time.

What’s Included:

✔ Client Intake SOP

A step-by-step intake process covering ID verification, document collection, required disclosures, client file setup, and intake completion. Helps your team collect accurate information and stay compliant from the very first step.

✔ Document Retention SOP

Clear IRS-aligned rules for storing, securing, and retaining taxpayer files. Covers physical and digital storage, retention timelines, required documents, and year-end archiving.

✔ Quality Review SOP

A structured, repeatable checklist to verify identity details, income accuracy, dependent eligibility, credit documentation, and software error checks — all before e-file submission.

✔ Closing Office Procedures SOP

Daily end-of-day steps to finalize e-files, secure documents, back up files, lock down software, and secure the office. Helps prevent lost documents, data breaches, and missed filings.

✔ Employee Training SOP

A complete guide for training preparers and staff on software navigation, intake, due diligence, bank product rules, identity verification, compliance, and office expectations. Includes onboarding requirements and ongoing training expectations.

Who This Bundle Is For:

• Tax office owners
• New EROs or growing teams
• Service bureaus training downlines
• Virtual or in-person tax offices
• Any office that wants clearer systems, consistency, and compliance