# Tax Pros 360 ## Posts - [Hello world!](https://taxpros360.com/hello-world/): Welcome to WordPress. This is your first post. Edit or delete it, then start writing! ## Pages - [Your WISP and security baseline before filing season](https://taxpros360.com/insights/wisp-security-baseline/): A written information security plan isn't optional, and your PTIN renewal asks about it. - [Turn last season's clients into this season's referrals](https://taxpros360.com/insights/turn-clients-into-referrals/): Your happiest clients are your cheapest marketing channel, if you make referring easy. - [Make your secure client portal part of the workflow](https://taxpros360.com/insights/secure-client-portal/): Reduce document chasing and risky email habits with a portal process clients can actually follow. - [The 2026 SALT cap: $40,400 is a ceiling, not a guarantee](https://taxpros360.com/insights/salt-cap-2026/): Review itemizing, income-based reductions and the tax year before quoting the larger deduction. - [Bring past clients back with a useful pre-season check-in](https://taxpros360.com/insights/reactivate-past-clients/): A focused outreach plan that helps former clients take the next step without promising a bigger refund. - [30 days to a clean opening day: the pre-season checklist](https://taxpros360.com/insights/pre-season-checklist-30-days/): PTIN, EFIN, software, engagement letters and pricing. Everything that has to be done before the first return. - [Pricing for the new season: from per-form fees to packages](https://taxpros360.com/insights/package-pricing-for-tax-pros/): Per-form pricing makes clients nervous and makes your revenue unpredictable. Packages fix both. - [Qualified overtime in 2026: review the premium, not all overtime pay](https://taxpros360.com/insights/overtime-deduction-2026/): Separate eligible FLSA overtime from payroll labels and use the new reporting details in your review. - [OBBBA: separate the 2025 changes from your 2026 planning](https://taxpros360.com/insights/obbba-2026-tax-planning/): A practical way to organize the law changes, new deductions and reporting updates before the next filing season. - [Reading the 2026 W-2: codes TP, TT, TA and the new Box 14b](https://taxpros360.com/insights/new-w2-codes-tp-tt-ta/): The redesigned W-2 carries the numbers your clients need for the tips and overtime deductions. Know where to look. - [Keep your pipeline warm before January](https://taxpros360.com/insights/keep-your-pipeline-warm/): A six-week pre-season campaign that books appointments without posting every day. - [Form 8867 without the guesswork: the four requirements](https://taxpros360.com/insights/form-8867-four-requirements/): EITC, CTC/ACTC/ODC, AOTC and head of household each carry their own penalty exposure. Here's how to stay clean. - [What tax professionals should be watching before filing season opens](https://taxpros360.com/insights/filing-season-watchlist-2027/): The 2026 numbers that change the returns you'll prepare in 2027, and what to do about them before the first client walks in. - [Documenting the tips and overtime deductions: a preparer's playbook](https://taxpros360.com/insights/documenting-tips-overtime-deductions/): These deductions aren't on Form 8867, but your duty to ask questions still applies. - [When client information conflicts: document the follow-up](https://taxpros360.com/insights/document-conflicting-information/): A repeatable way to resolve inconsistent answers and leave a useful record for the reviewer. - [Choosing professional tax software: 7 questions before you buy](https://taxpros360.com/insights/choosing-professional-tax-software/): Price per year isn't the real cost. Per-return fees, missing forms and slow support are. - [Plan tax-season capacity before your calendar fills up](https://taxpros360.com/insights/capacity-plan-tax-season/): Build a realistic appointment plan around preparation, review and follow-up—not just the number of clients. - [Build review into your workflow before the signature](https://taxpros360.com/insights/build-review-into-your-workflow/): Quality control belongs before the return reaches the client, not after the IRS letter arrives. - [The 2026 W-4: a withholding checkup, not just a new form](https://taxpros360.com/insights/2026-w4-withholding/): The updated deduction worksheet creates a timely reason to review payroll withholding with clients. - [The new 1099 thresholds: $2,000, $20,000 and what clients will stop receiving](https://taxpros360.com/insights/1099-thresholds-2026/): Information reporting thresholds moved for the first time in decades. Fewer forms doesn't mean less taxable income. - [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 (TP360 preview)](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 - [Common 1040 Errors Checklist 2026](https://taxpros360.com/product/common-1040-errors-checklist-2026-2/): A pre-signature review checklist with common e-file rejects, notice examples, reference tables and a filing calendar. - [Business Edge Software Package](https://taxpros360.com/product/business-edge-software-package/): Tax Pros 360 professional tax software for individual and business returns: S corps, C corps and partnerships. Priced per tax season with unlimited returns. - [Essential Software Package](https://taxpros360.com/product/essential-software-package/): Tax Pros 360 professional tax software for individual returns, including Schedule C. Priced per tax season with unlimited returns. - [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/): Stay organized with tax-season milestones, planning reminders, and reference dates. - [PTIN Application and Renewal — Coming Soon](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 — Coming Soon](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. - [Information Returns Playbook 2026](https://taxpros360.com/product/information-returns-playbook-2026/): A 2026 reference for information-return workflows. - [Tax Forms Guide 2026](https://taxpros360.com/product/tax-forms-guide-2026/): A 2026 reference guide to tax forms. - [Practice Growth Toolkit — Coming Soon](https://taxpros360.com/product/practice-growth-toolkit/): Marketing prompts and practical business-development resources for preparers. - [WISP & Security Resources](https://taxpros360.com/product/wisp-security-resources/): Security planning resources and documentation aids for preparers. - [Client Intake & Communication](https://taxpros360.com/product/client-intake-communication/): Intake questionnaires, document-request templates, and client communication tools. - [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 2026 checklist focused on common individual-return errors. - [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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