# Keep tax information tied to its purpose

Evaluate authorization, source information, review and records against the services your tax practice provides. Supported software controls do not replace your firm's professional obligations.

## Purpose and authorization
Preparing a return, retrieving transcripts and sharing information with another professional are distinct uses. Review the authorization required for each and the handling of changed or withdrawn permissions.

## Sources and review
Confirm how source documents, proposed facts, corrections and calculation results are attributed. A supported calculation does not establish that every form, year or filing action is supported.

## Filing responsibilities
Before filing, verify the service coverage, professional credentials, signed authorizations, transmission and acknowledgment workflow. Confirm who handles rejections, corrections, deadlines and taxpayer copies.

## Evaluate the full engagement
[Talk with us](/contact) about your tax workflow and [review Security & Control](/trust), including retention, exports, incident handling and the providers processing information.