{"id":109298,"date":"2023-03-16t11:56:00","date_gmt":"2023-03-16t15:56:00","guid":{"rendered":"\/\/www.g005e.com\/?p=109298"},"modified":"2024-08-07t23:09:35","modified_gmt":"2024-08-08t03:09:35","slug":"judge-reviewers-by-how-tax-preparers-improve","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/03\/16\/judge-reviewers-by-how-tax-preparers-improve\/","title":{"rendered":"judge reviewers by how tax preparers improve"},"content":{"rendered":"

\"businesspeople<\/a>also: eight kinds of staff you don\u2019t want.<\/strong><\/p>\n

by ed mendlowitz<\/i>
\nhow to review tax returns: the field-tested update<\/i><\/a><\/p>\n

reviewers have to face accountability. they are judged several ways, but i feel the best way is not with a metric but by how the quality of the preparers improve during tax season and how the workload is managed.<\/p>\n

more: <\/b>tax reviewers can advance, with a push<\/a> | what makes an excellent tax return reviewer<\/a> | 10 errors that \u2018smart\u2019 scanners make<\/a> | tax: the procedural checklists your firm needs<\/a> | the best way to review a tax return<\/a> | why you can\u2019t skip checklists<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

yes, the reviewers are responsible for the preparers\u2019 quality. the reviewers are expected to find errors and show the preparer what they are, how to fix it and to not have them reoccur. and this should be done quickly by not letting prepared returns hang around unchecked for a while. the quicker the turnaround time, the easier and better the training and better all-around job by everyone.
\n
\none of my key elements is for the preparer to make every<\/strong> correction \u2013 even the easy changes that a reviewer can make in a \u201csecond.\u201d the preparers will learn by their mistakes, realize that their mistakes will have a bothersome cost to themselves by having to make arrangements to fix them, will become \u201cowners\u201d of their errors and i believe will reinforce the importance of quality with the first touch \u2013 not the second or third time around.<\/p>\n

the reviewers will have a mounting workload as tax season progresses because there are more preparers than reviewers. workload management is an important part of the reviewers\u2019 job. when the workload becomes unmanageable, the reviewer should seek assistance from the partner in charge on prioritizing the review work and also with added help.<\/p>\n

if the procedures are sound with the preparer doing the right type of job, the reviewer\u2019s work should be easier and will have less ticking and tying and more issues-oriented consideration. this is the time when training and good systems really pay off. however, the time to get these in place is before tax season begins, not in the heat of the moment, although it is never too late to institute sound procedures.<\/p>\n

we are accountants and measuring things is important or comfortable for us. here are some metrics that can be assessed after tax season to evaluate the overall performance of the preparers and reviewers:<\/p>\n

form to measure tax return quality and performance<\/h3>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n\n\n
reviewer\u2019s name__________<\/td>\ntotal for reviewer<\/td>\nspecific preparer<\/td>\nspecific preparer<\/td>\nspecific preparer<\/td>\n<\/tr>\n
# returns reviewed<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n
# returns with errors<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n
# returns with errors a 2nd<\/sup> time<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n
# returns with errors a 3rd<\/sup> time<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n
# returns that were approved by reviewer that had errors discovered by partner or client or someone else<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n
time spent reviewing returns of each preparer<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n
average review time per return<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n
percent of review time based on total time sent by preparers<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n
# issues uncovered or recommended<\/td>\nthis could be the most important<\/td>\n<\/tr>\n
\n\n\n\n
how can you measure this?<\/p>\n

this, to me, is the most important job of the reviewer, but it is not a metric you can easily develop. many firms that bother to measure anything at all, measure their comfort level of what they can get results for.<\/p>\n

this is the wrong way<\/b> to approach it. i also know firms that measure everything but evaluate nothing!<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n

<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

eight more ways to evaluate staff and tax season are by:<\/p>\n