Tax return delivery is not only the final step in the workflow but also 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.
This session focuses on procedures for return delivery and filing readiness, including taxpayer authorization (Form 8879) and the secure communication of taxpayer data in accordance with IRS requirements.
The session examines how delivery of Form 1040 returns has evolved, from in-person walkthroughs to email attachments to AI-era digital experiences, and teaches participants to turn compliance steps into client touchpoints, transforming disconnected steps that can delay filing into a unified experience that builds the client relationship while meeting IRS compliance.
This session is sponsored content by TaxDome.
Objectives
Upon completion of this session, you 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 as required for electronic filing
Recognize where delays occur between return completion, client approval and filing readiness
Apply a structured approach to ensure returns meet IRS requirements for filing readiness before submission
