Free Workflow Starter Checklist

📥 Free Instant Download

Workflow Starter Checklist

This checklist is designed to help new and growing tax professionals begin building organized, repeatable workflows for their tax office.

Instead of starting from scratch or relying on memory, these checklists give you a simple framework to document processes, stay consistent, and operate more professionally year-round.

This is a starting point — not an overwhelming system.



✅ What’s Included

• Workflow Starter Checklist  

 Editable Microsoft Word document you can customize for your firm

• “Read Me First” Guide  

 Simple instructions on how to use the checklist and brand it for your office

Why This Checklist Is Helpful

Many tax professionals struggle not because they lack knowledge — but because they lack systems.

This checklist helps you:

• Begin organizing your tax office workflows  

• Create consistency across tax season tasks  

• Prepare for extensions, amendments, and follow-ups  

• Customize workflows to match how your office actually operates  

• Build a foundation you can expand as your business grows  

Who This Is For

✔ New tax professionals  

✔ PTIN holders building their first systems  

✔ Virtual tax offices  

✔ Solo preparers and small teams  

No advanced systems knowledge required.

Important Notes

This resource is provided for educational and organizational purposes only.  

It does not replace professional judgment or compliance responsibilities.

Format & Access

You will receive an instant download including:

• Editable Microsoft Word checklist  

• Instructional guide for setup and customization

Clear workflows reduce stress —  and make growth easier to manage.