# Tax Pros 360


## Pages

- [Do Tax Preparers Need a WISP? Here's Where to Start](https://taxpros360.com/insights/wisp-security-baseline/): Yes, even a small tax practice needs a WISP. The plan doesn't have to be fancy—it has to reflect how your firm actually protects client data.
- [Tax Client Referrals: A Simple Program That Stays Compliant](https://taxpros360.com/insights/turn-clients-into-referrals/): Your happiest clients may be your best marketing channel. Here's how to encourage referrals without making it awkward or creating privacy issues.
- [How to Get Tax Clients to Use Your Secure Portal](https://taxpros360.com/insights/secure-client-portal/): Buying a portal doesn't fix document chasing. Making it the easiest way for clients to work with your firm does.
- [2026 SALT Deduction: Who Can Claim Up to $40,400?](https://taxpros360.com/insights/salt-cap-2026/): A higher SALT cap sounds great, but the real question is whether a client has enough deductible taxes and benefits from itemizing.
- [How to Win Back Tax Clients Without Violating Section 7216](https://taxpros360.com/insights/reactivate-past-clients/): Former clients already know your firm. Reconnecting can be simple, but tax-return information comes with marketing restrictions.
- [2027 Tax Season Checklist: What to Do Before January](https://taxpros360.com/insights/pre-season-checklist-30-days/): You don't need a 30-page preparation plan. You need to finish the handful of tasks that can slow down your firm when filing season opens.
- [How to Price Tax Preparation Services Without Guessing](https://taxpros360.com/insights/package-pricing-for-tax-pros/): Pricing gets easier when you understand what each type of return really costs your firm—and explain the scope before work begins.
- [No Tax on Overtime in 2026: What Actually Qualifies?](https://taxpros360.com/insights/overtime-deduction-2026/): The overtime deduction covers the qualifying premium—not the entire overtime check. Here's how to explain it and review W-2 code TT.
- [2026 Tax Law Changes: Five Things to Check Before Year-End](https://taxpros360.com/insights/obbba-2026-tax-planning/): Before December 31, check the tax-year rules, new deductions and planning opportunities that could change your clients' 2026 returns.
- [2026 W-2 Codes TP, TT and TA: A Quick Guide for Tax Pros](https://taxpros360.com/insights/new-w2-codes-tp-tt-ta/): New W-2 codes are coming into your workflow for tax year 2026. Know what TP, TT, TA and Box 14b actually report.
- [A 12-Week Marketing Plan for Tax Preparers](https://taxpros360.com/insights/keep-your-pipeline-warm/): Waiting until January to market your tax practice is a missed opportunity. A simple weekly rhythm can warm up your audience before filing season.
- [Form 8867 Due Diligence: Four Rules and the 2027 Penalty](https://taxpros360.com/insights/form-8867-four-requirements/): The 2027 Form 8867 penalty is $665 per failure. Here's what preparers should document before claiming covered credits or HOH status.
- [2027 Filing Season: What's New on 2026 Tax Returns?](https://taxpros360.com/insights/filing-season-watchlist-2027/): The 2027 filing season brings new W-2 codes, changed deduction rules and intake questions. Here are the updates to build into your workflow.
- [Tips and Overtime Deductions: Due Diligence for Tax Pros](https://taxpros360.com/insights/documenting-tips-overtime-deductions/): Tips and overtime aren't on Form 8867, but that doesn't make them automatic deductions. Here are the questions worth asking.
- [Due Diligence Red Flags: What to Ask When Stories Don't Match](https://taxpros360.com/insights/document-conflicting-information/): An inconsistent answer doesn't always mean fraud. It does mean you need a better question—and a note showing what you learned.
- [How to Choose Tax Software for 2027 Without Overpaying](https://taxpros360.com/insights/choosing-professional-tax-software/): The cheapest tax software package isn't always the least expensive choice for your practice. Here's what to compare before you commit.
- [How Many Tax Returns Can Your Firm Really Handle?](https://taxpros360.com/insights/capacity-plan-tax-season/): Before you book another 50 returns, check whether your team has the preparation and review capacity to deliver them on time.
- [Tax Return Review Process: Catch Errors Before E-Filing](https://taxpros360.com/insights/build-review-into-your-workflow/): A few minutes of structured review before e-filing can prevent hours of cleanup. Here's a simple way to build checks into your workflow.
- [2026 W-4 Changes: When Clients Should Update Withholding](https://taxpros360.com/insights/2026-w4-withholding/): New deductions do not automatically increase take-home pay. Here's when tax preparers should revisit clients' 2026 Form W-4.
- [2026 Form 1099 Thresholds: What's Changed for Tax Pros?](https://taxpros360.com/insights/1099-thresholds-2026/): The new $2,000 1099 reporting threshold doesn't make income tax-free. Here's the quick breakdown for business and individual clients.
- [Insights](https://taxpros360.com/insights/): See all Tax Pro Insights.
- [Tax Pro Insights](https://taxpros360.com/tax-pro-insights/): Tax-law updates, filing-season guidance and practical strategies for the professionals behind every return.
- [Tax Tools](https://taxpros360.com/tax-tools/): Browse tax practice libraries, client workflow templates, compliance resources, and guides. Preview what’s inside before deciding what fits your practice.
- [Policies & Disclosures](https://taxpros360.com/legal/): Our terms, privacy, security and business disclosures for the tax professionals who use Tax Pros 360.
- [Software](https://taxpros360.com/software/): Get professional tax software plus the training, tools, and year-round support built to help you operate with more confidence and control.
- [Academy](https://taxpros360.com/academy/): Practical tax education for preparers who want to understand the work — not just click through software screens.
- [Home](https://taxpros360.com/): For tax professionals. By tax professionals.
- [Terms of Service](https://taxpros360.com/terms/): Our Terms of Service lives on our Policies & Disclosures page, along with our Security, Disclosures, Earnings Disclaimer, Accessibility and Copyright policies.
- [My account](https://taxpros360.com/my-account/)
- [Checkout](https://taxpros360.com/checkout/)
- [Cart](https://taxpros360.com/cart/)
- [Shop](https://taxpros360.com/shop/)
- [Privacy Policy](https://taxpros360.com/privacy-policy/): Our Privacy Policy lives on our Policies & Disclosures page, along with our Security, Disclosures, Earnings Disclaimer, Accessibility and Copyright policies.

## Products

- [Business Edge Software Package](https://taxpros360.com/product/business-edge-software-package/): Individual software plus Forms 1065, 1120-S and 1120.
- [Essential Software Package](https://taxpros360.com/product/essential-software-package/): Individual Form 1040 software with all states.
- [Advanced 1040 (Schedules C & E) Practice Pack](https://taxpros360.com/product/advanced-1040-schedules-c-e-practice-pack/): 10 client files covering business income, rentals and K-1s, with Schedule C/E blueprints and completed federal and state returns.
- [Tax Professional Calendar](https://taxpros360.com/product/tax-professional-calendar/): Plan ahead with a free calendar for tax professionals, bringing tax-season milestones, planning reminders, and key reference dates together to help you organize your workload.
- [PTIN Application & Renewal Checklist](https://taxpros360.com/product/ptin-application-and-renewal/): A free 19-step checklist for organizing PTIN application or renewal details and follow-up tasks.
- [EFIN Application Checklist](https://taxpros360.com/product/efin-application-checklist/): A free step-by-step checklist covering EFIN application preparation, submission, follow-up and after-approval tasks.
- [1040 Tax Prep Guide 2026](https://taxpros360.com/product/1040-tax-prep-guide-2026/): A practical individual-return reference with worked examples, Form 1040 and Schedule C/E blueprints, and a filing-season checklist.
- [Amending and Prior-Year Returns Guide 2026](https://taxpros360.com/product/amending-and-prior-year-returns-guide-2026/): A structured reference for amended returns, unfiled years, transcripts, Form 1040-X and organizing the service.
- [WISP & Security Resources](https://taxpros360.com/product/wisp-security-resources/): A free customizable Written Information Security Plan template with office details, inventories, responsibilities and review sections.
- [Client Organizer Template](https://taxpros360.com/product/client-organizer-template/): Simplify tax-season intake with a digital client organizer template built in Cognito Forms. Collect client information online and keep your intake process organized. A Cognito Forms account is required.
- [1120 C Corporation Practice — Coming Soon](https://taxpros360.com/product/1120-c-corporation-practice/): 10 corporate cases with complete books, a client organizer, return blueprint and completed federal and state returns.
- [1120S S Corporation Practice — Coming Soon](https://taxpros360.com/product/1120s-s-corporation-practice/): 10 S corporation cases covering shareholder pay, basis, loans and distributions, with books, an organizer and completed returns.
- [1065 Partnership Practice — Coming Soon](https://taxpros360.com/product/1065-partnership-practice/): 10 partnership and LLC cases with books, partner records, a client organizer, return blueprint and completed federal and state returns.
- [Small Business Deductions Guide 2026](https://taxpros360.com/product/small-business-deductions-guide-2026/): A guide to small-business tax deductions: what qualifies, where to report expenses and what records to keep.
- [Business Tax Prep Guide 2026](https://taxpros360.com/product/business-tax-prep-guide-2026/): A guide to Forms 1065, 1120-S and 1120, with worked examples and annotated forms.
- [Forms and Schedules Cheat Sheet 2026](https://taxpros360.com/product/forms-and-schedules-cheat-sheet-2026/): A compact desk reference to form purposes, key dates, common mistakes and where amounts flow.
- [Tax Practice Toolkit 2026](https://taxpros360.com/product/tax-practice-toolkit-2026/): A practical reference to 15 software categories for choosing and organizing the tools behind a tax practice.
- [Tax Prep Business Roadmap 2026](https://taxpros360.com/product/tax-prep-business-roadmap-2026/): Plan your tax practice with pricing, capacity, workflow and marketing examples, plus a year-one scorecard.
- [The Gig Economy Tax Code](https://taxpros360.com/product/the-gig-economy-tax-code/): Follow platform income from tax summaries and 1099s through gross receipts, expenses, vehicle costs and Schedule C.
- [Due Diligence Toolkit 2026](https://taxpros360.com/product/due-diligence-toolkit-2026/): An interview checklist and practical examples for reviewing dependents, credits, Head of Household and supporting records.
- [Common 1040 Errors Checklist 2026](https://taxpros360.com/product/common-1040-errors-checklist-2026/): A pre-signature review checklist with common e-file rejects, notice examples, reference tables and a filing calendar.
- [1040 Practice Returns](https://taxpros360.com/product/1040-practice-returns/): 15 individual-return scenarios plus 2 bonuses, with client documents, a return blueprint, intake form and completed federal and state returns.


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