Tax Return Preparation Agent
Reads source documents, populates the return in your tax software and lists what needs a preparer’s judgement.
The challenge
Tax season is a data-entry problem with a deadline. Preparers key figures from brokerage statements, partnership schedules and payroll forms, then spend review time finding the typing errors.
What the agent does
- Classifies each document received and checks it against last year to see what is missing.
- Extracts the figures, including from long partnership schedules and consolidated broker statements.
- Populates the return and compares it with the prior year to explain large movements.
- Lists open questions for the client and items that need a preparer’s decision.
Your people stay in control
A qualified preparer reviews and signs every return. Elections and positions are never chosen by the agent.
Works with
- Tax preparation software
- Client portals and organisers
- HMRC and IRS e-filing through your software
How we measure success
- Preparation hours per return
- Field accuracy against reviewed returns
- Returns ready for review per preparer per week
Kind of work
Document and data processing. The agent reads documents, checks the details and enters them into your systems.
More in Accounting & Audit
Client Data Normalisation AgentTurns messy trial balances, ledgers and exports into clean financial data mapped to the firm’s own leadsheets.Confirmations AgentPrepares, sends and tracks bank, receivable and legal confirmations, and reconciles replies to the books.Bookkeeping and Coding AgentCodes transactions, matches receipts and bills, and learns each client’s rules from the corrections staff make.PBC Request and Evidence AgentBuilds the request list, chases the client, and checks each document received against what was asked for.
Want this working in your firm?
We can show it working on real examples from your business before you commit to a full build.