CE: 1 IRS/CTEC
Price: Free for Members | $60 Nonmembers

Tax return delivery is not only the final step of the workflow — it is a critical compliance stage in the Form 1040 filing process.

Even after returns are prepared, many firms experience delays due to missing taxpayer authorizations, last-minute changes, incomplete documentation, or unclear communication. These issues can impact filing timelines and compliance with IRS requirements.

This program focuses on federal tax practice and procedures related to return delivery and filing readiness, including taxpayer authorization (e.g., Form 8879), documentation standards, record retention, and secure communication of taxpayer data in accordance with IRS e-file requirements.

Participants will learn how to ensure returns are “filing-ready,” reduce compliance risks, and avoid delays between completion, client approval, and submission.

The session will be delivered as a live lecture with scenario-based examples and Q&A.

By the end of this webinar, participants will be able to:

• Identify common failure points in Form 1040 return delivery that can create compliance risk (e.g., missing authorizations, incomplete approvals)
• Explain the role of taxpayer authorization (e.g., Form 8879) as required for electronic filling
• Recognize where delays occur between return completion, client approval, and filing readiness
• Distinguish between operational delays and compliance-related issues in the delivery stage
• Apply a structured approach to ensure returns meet IRS requirements for filing readiness before submission.

Register