{"id":52098,"date":"2017-06-20t05:00:21","date_gmt":"2017-06-20t09:00:21","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=52098"},"modified":"2018-02-28t06:12:27","modified_gmt":"2018-02-28t11:12:27","slug":"tax-workflow-digital-yet","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/06\/20\/tax-workflow-digital-yet\/","title":{"rendered":"is your tax workflow digital yet?"},"content":{"rendered":"

\"pixelated<\/a>make sure it’s not just your admins using the tools.<\/strong><\/p>\n

by roman h. kepczyk<\/i><\/p>\n

the most important aspect of transitioning the firm\u2019s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.<\/p>\n

more on tech spending:<\/b> be strict about document retention<\/a> | document management requires firm standards<\/a> | why unified messaging matters<\/a> | get in front of application updates<\/a> | why you need offsite backup<\/a>
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this requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents.<\/p>\n

under traditional manual tax systems, firms utilized due date tracking databases that identified when a return was due, but not what information was missing, or the preparation, review or extension status, which was often recorded manually on a physical routing sheet.<\/p>\n

many firms attempted to set up each of these statuses within their practice management systems via projects. it was soon discovered that in most firms, administrative personnel were the only ones updating the status when information was received and when the return went out.<\/p>\n

those steps that were to be updated by the professional staff might be updated early in busy season, but compliance dropped off significantly the further along tax season went as they were not forced to update the status by the system. this usually resulted in many professional staff keeping their own manual lists or spreadsheets, which doubled the work, and firms having weekly staff meetings to update the various workflow lists.<\/p>\n

some applications such as lacerte integrate the workflow steps into their tax programs, which can work well if properly utilized. typically, most firms did not have this option available, which led to development of a new breed of workflow application that<\/p>\n