Whitepapers

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

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

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.