Leading firms through the next generation of change™

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Presentation transcript:

Leading firms through the next generation of change™

Staff Training – Getting Ready For Tax Season Getting Ready For Tax Season December 18, 2013

Learning objectives Learn the items that may need to be cleaned up before Tax Season Learn the Recommended Tax Organizer Process Learn what RootWorks recommends for communications this tax season

Getting Ready for Tax Season Clean Up Projects – Audit Projects, Complete Projects, Audit Client List – Make Clients Inactive Clean Up FileCabinet CS – Make Clients Inactive, Move Inactive Drawers to another database

Getting Ready for Tax Season Proforma – Clients – Documents – Collations Print Organizers – Make sure Paper is Selected – FileCabinet – Next to the Portal

Getting Ready for Tax Season Verify Portals Are setup Property Communicate Organizers are on the Portal – Constant Contact – Keep Track of Paper Ones via Practice CS There were no changes to UT/FC to change the Tax Process for 2013 Returns

Leading firms through the next generation of change™