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Simple Tax Automation

Video learning



Learning objectives

In this video you will:

  • Review four different ways clients provide information
  • Review advantages of and methods for automated document collection
  • Determine the best ways to work with the client information
  • Look at how to automate year-end questionnaires
  • Review a simple way to maintain book-to-tax work papers
  • Setup books to simplify current and future years

Course outline

    Tax filing can be challenging. In this course you'll learn tips, workflows, and softwares that will speed up your tax prep. We will discuss the various ways that end of year information is delivered to your practice, how to speed that up, work with scrambled or incorrect information, prepare an efficient book-to-tax, digitize your questionnaire, and arrive fully mapped at your tax software with just a few steps to complete before filing.

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