cpa-doc-chaselisted

# CPA — Client Document Chase > **Not legal or tax advice.** Verify required documentation against your engagement letter, firm standards, and current IRS/state guidance. No penalty rates, retention periods, extension effects or plan-funding deadlines appear here — all of them expire. Route every such question to current authority rather than supplying a remembered figure, including inside a message drafted for a client. The practitioner who signs owns the file. **Activate when:** an engagement cannot progress without client materials; a client has gone silent; you are drafting a document request or a follow-up; a deadline is approaching and the chase has not converged; you are handing an engagement to a colleague and need the blocking state written down. **Do NOT activate when:** the materials are complete; the question is how to treat an item you already have. ## Why this skill Engagements rarely stall on technical difficulty. They stall on paperwork that never arrives, and then on follow-up that is polite, unstructured, and ignored. The specific failure: a flat alphabetical list of twenty missing items produces either paralysis or delivery of the five easiest. Neither unblocks you. The fix is to sort by **what an item blocks**, not by what it is, and to escalate on a fixed clock rather than on how the preparer feels that week. ## Process **1. Frame the engagement.** Engagement type and year · entity types and jurisdictions · prior-year working papers available · har