A Statistical Analysis of Firms Who Leverage Technology to Increase 1040 Tax Prep Profitability

Professional Tax Automation Webinar by SurePrep

Preparing supplemental pages for complex K-1s is error-prone and time-consuming because it requires staff to create Excel schedules to show the reclassifications. 1040SCAN is the first scan and populate system to read K-1 supplemental pages to automate not only tax return data entry but K-1 reconciliation workpaper preparation.

In this 30-minute webinar, learn how 1040SCAN’s latest Schedule K-1 features allow you to ensure accuracy and save time by:

  • Extracting data from supplemental K-1 pages
  • Reclassifying K-1 data to the appropriate income and expense categories
  • Exporting the data to your tax software
  • Automatically updating the K-1 information to match the K-1
  • Cross-referencing the K-1 data to save reviewer time
    SurePrep’s latest K-1 features will revolutionize how preparers manage K-1 data, save preparation time, and increase efficiencies for the reviewers.

The K-1 features highlighted in this session are currently available for CCH Axcess Tax, CCH ProSystem fx Tax, and GoSystem Tax Rs. The K-1 features are coming soon for Lacerte and UltraTax.

Solutions in Focus: 1040SCAN, SPbinder

– SurePrep’s solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.

View this recorded webinar to learn how this new technology works, and how you can use it to grow your firm’s bottom line.




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SurePrep's 1040 tax automation solutions are integrated with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.

TaxCaddy

TaxCaddy - mobile 1040 tax return software for CPA firms

Eliminate the paper organizer with TaxCaddy.

1040SCAN

1040SCAN - Automate workpaper preparation and eliminate data entry

Automate preparation with 1040SCAN.

SPbinder

SPbinder as part of the 1040 SurePrep Tax Process

Streamline review with SPbinder.

Streamline your tax return preparation process and improve client service