How Tax Preparers stay on track

One click to clock in and out
Tax Preparers hourly rate: $21,3

How much could Monitask save you?

Annual savings

$
Сalculation is performed automatically upon data entry
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What is the job of the Tax Preparers

Prepare tax returns for individuals or small businesses.

Key tasks of the Tax Preparers

  • Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.

  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Explain federal and state tax laws to individuals and companies.
  • Answer questions and provide future tax planning to clients.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Schedule appointments with clients.

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What other tasks a Tax Preparers may have

Top reasons to use time tracking for Tax Preparers

Organize your paperwork and comply with legal requirements

Use Monitask for complete control over your employees' working hours and get information about the hours worked in the form of convenient reports.
Demonstrating the total number of hours spent each year helps support your business and increases transparency with your customers.

Receive more grants and investments

Proper time calculations will ensure that you have supporting documents and data to show when you apply for investments or search for new strategic partners.

Save on payroll and identify bottlenecks

Review daily timesheets and productivity scores to identify bottlenecks and ways to improve your operations quickly.
Implementing the correct time-tracking solution always results in reduced payroll costs for part-time and full-time employees, and companies can get more things done for each dollar they invest in their recruitment efforts.

Improve staffing and scheduling

Scheduling takes the guesswork out of the project's management.
By reviewing scheduling reports, managers can quickly identify efforts and estimated the workforce needed to complete the projects on time.

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