Key Do’s & Don’ts of an Automated 1040 Tax Practice

Your Complete Guide to Tax Document Automation

Whitepaper Key Do's & Don'ts of an Automated Form 1040 Tax Practice Cover Image

This whitepaper examines the five key elements of the ultimate automated tax workflow. Review what to do and what not to do within each section for guidance in developing a fool-proof paperless tax process. Elements include proper scanning hardware, the scanning process, multiple monitors, the importance of planning & training, and workpaper & workflow flexibility,. The 5 core elements of the ultimate automated tax workflow – what to do, and what not to do:

Proper Scanner Hardware
Recommendations on how to evaluate your scanner needs, scanner settings for optimal recognition, and best practices to ensure optimal efficiency prior to scanning client source documents.

The Scanning Process
When is the optimal time to start scanning client documents, where do you start the process, and store the document files.

Multiple Monitors
Evaluate how much screen real estate do you need during preparation.
Case Study with Root & Associates LLC

The Importance of Planning & Training
How much planning is needed before implementing a new process, and how do you fit new technology into your old workflow.

Workpaper & Workflow Flexibility
The importance of organizing at the page level.
The advantages of having a common set of tools.

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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 - mobile 1040 tax return software for CPA firms

Eliminate the paper organizer with TaxCaddy.


1040SCAN - Automate workpaper preparation and eliminate data entry

Automate preparation with 1040SCAN.


SPbinder as part of the 1040 SurePrep Tax Process

Streamline review with SPbinder.

Streamline your tax return preparation process and improve client service