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Guide to Simplifying Tax Time

Guide to Simplifying Tax Time

Despite their challenges and limitations, tax organizers play an important role in the tax preparation workflow for both taxpayers and tax professionals. They give taxpayers a list of income, deductions, and credits that they had last year to help them gather this year’s paperwork. The questionnaires and engagement letters included in an organizer minimize the firm’s liability from malpractice by asking certain, relevant questions.

Today, there is a new solution that simplifies tax time for both accounting firms and their clients. TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to:

  • Answer organizer questions on a desktop, laptop, tablet or the TaxCaddy app for iPhone and Android.
  • Upload documents from a desktop, laptop, tablet, or mobile phone.
  • Snap a picture of a document using the TaxCaddy app for iPhone and Android.
  • Link to over 300 financial institutions and payroll service providers to have TaxCaddy automatically retrieve 1098s, 1099s, W-2s and more.
  • Electronically review and sign engagement letters, e-file authorizations and other documents. The IRS requires e-signatures to prove that they are who they say they are using identity authentication. TaxCaddy’s e-signatures are 100% IRS compliant.
  • Quickly pay their invoice when the tax return is delivered.

This is the most innovative thing I’ve seen this year.
L. Gary Boomer, CPA, CITP

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