ROSS TAX PRO
245-TAX CONSULTANTS
Condre Dvon Ross, MPA
EFIN ••••35 · ••••544
ROSS TAX PRO SOFTWARE · 245-TAX CONSULTANTS · EFIN ••••35
LIVE · MeF ACTIVE
Tax Preparation Workflow
TY 2025Linear 8-step process · Steps must be completed in order · EFIN ••••35 · PTIN ••••544
Workflow Progress0 / 8 steps complete
1
Intake
Verification
Documents
Preparation
Review
Authorization
Transmission
Post-Filing
Step 1: Client Intake
IRC §6103(c) · IRM 4.10.2
Collect client information, verify identity, obtain signed engagement letter and consent forms. No preparation begins until intake is complete.
Quick Actions
Step Checklist
0 / 6 completeGovernment-issued photo ID collected
Social Security card or ITIN letter on file
Engagement letter signed (Form 2848 / 8821 if applicable)
IRS 7212 consent acknowledged
Prior year return reviewed
Client contact information verified
Complete all 6 remaining checklist items to advance.
ROSS TAX PRO SOFTWARE · 245-TAX CONSULTANTS · EFIN ••••35 · PTIN ••••544 · TY2025 · www.rosstaxpro.vip
Condre Dvon Ross, MPA
Role:ERO Admin
PTIN:••••544
EFIN:748335
Signed in 01:50 AM
Session: 0m
SECURE
QUICK TOOLS
MeF ACTIVE
EFIN ••••35 · TY2025