Your team checklist.
Everything new and returning tax preparers need to get ready for tax season, in one place. Tick items off as you go, and your progress saves on your device.
Due by
Four parts, one app.
New tax preparers
Contracts, onboarding, IRS training, your PTIN, Skool Academy and building your brand.
Returning tax preparers
Renewals, refresher training, updated details and your client intake form.
Important deadline
What must be done first, with a live countdown to the due date.
Weekly schedule
Sunday Success Sessions and Thursday Study Hall, all on Zoom.
Add it to your home screen.
It takes about 10 seconds. After that it opens like any app, full screen, and works without internet.
iPhone or iPad
- Open the checklist in Safari
- Tap Share (the square with an arrow)
- Tap Add to Home Screen, then Add
Android
- Open the checklist in Chrome
- Tap Install app in the pop-up
- Tap Install
Windows or Mac
- Open the checklist in Chrome or Edge
- Click Install app in the pop-up
- Click Install
Your ticks save on your own device and browser. Checking a box does not notify FTA, so please still send your PTIN confirmation and Due Diligence certificate to Ariel by private message.
Three simple steps.
Open and install
Open the checklist and add it to your home screen.
Pick your list
Choose New or Returning tax preparer and tick items off as you finish them.
Send your documents
Send your PTIN confirmation and certificate to Ariel by private message.