Is the average number of client source documents per return greater than 10?
Source documents include IRS government forms, tax organizers, brokerage statements and the thousands of possible variations that clients might receive. • Is the average 1040 return prepared by your practice of moderate complexity or greater? You can assess the complexity of your tax returns by the numbers of hours that it takes to complete a return and how much you charge for a processing a return. • Has your firm already invested in commercial grade scanners, dual monitor computers, and/or a document management system in an effort to go “paperless”? A scanner and dual monitor computer system will help you get the most out of a tax document automation solution. If you already own this equipment, then you could potentially start using a tax document automation solution with very little investment. Evaluating Which Tax Document Automation Solution Fits Your Needs There are a number of solutions that can improve your productivity and profitability this tax season through organized and in
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- Is the average number of client source documents per return greater than 10?
