How To Meet Tax Season Challenges in 2022
How can accounting professionals work efficiently, manage client expectations, and keep staff motivated and productive during tax season in 2022 as they continue to grapple with pandemic-related challenges, and the challenges associated with moving back to the office?
Find some answers to that question in our article, Tips for a Successful Tax Season in 2022.
Here are some of the highlights.
Stay organized, prioritize, and set expectations as early as possible. Assess how much work you are going to have this year to ensure that you have sufficient resources. Gather client information as early as possible. Set clear expectations for staff regarding remote work vs. time in the office.
Review Workflow and Technology. Reviewing and re-engineering your workflow where necessary can help smooth out inefficiencies experienced last tax season. Do you have the right technology in place to support your goals? Cloud-based solutions like those that are part of the CCH iFirm ecosystem can increase efficiency and elevate client service levels.
Focus is key. Take care of as many personal tasks as possible before the rush begins, and encourage your staff to do the same to reduce distractions and time away from the work of tax preparation.
Get up to date and stay that way. It’s important that your team is up to date on tax changes that impact 2021 returns. Comprehensive resources that make getting answers to tax questions accessible for all tax research skill levels help. Consider CCH AnswerConnect.
These are just some of the suggestions you will find in Tips for a Successful Tax Season in 2022. Download it now!