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Tax Season

How to survive tax season with automation, AI, and self-care

Thomson Reuters Tax & Accounting  

· 5 minute read

Thomson Reuters Tax & Accounting  

· 5 minute read

Tax season is the most stressful and demanding time of the year for accountants.

Jump to:

Streamline your accounting process with tax software

Leverage AI to enhance your tax research and advisory services

Set aside time to take care of your mental and physical health during tax season

Go beyond surviving tax season

With tight deadlines, complex regulations, and high expectations from clients, it can be hard to keep up with the workload and maintain your sanity.

But there are ways to make tax season easier and more enjoyable. By using the latest technology, such as automation and artificial intelligence, you can save time, reduce errors, and focus on more valuable tasks. And by practicing self-care, you can prevent burnout, boost your mood, and improve your performance.

Here are three new tips to help you survive tax season with less stress and more efficiency.

Streamline your accounting processes with tax software

As an accountant, you know how much time and effort tax season can take. You have to deal with piles of paperwork, enter data manually, and double-check every calculation. These tasks are not only repetitive but also prone to errors.

But what if you could automate these tasks and focus on more value-added work? That’s where tax software like SurePrep 1040SCAN comes in.

SurePrep 1040SCAN is a cloud-based solution that helps you streamline your tax preparation process, by offering features such as:

    • Anytime access and secure cloud-based collaboration: You can work on your files, assign tasks, and communicate with your team and clients from anywhere, anytime, and on any device.
    • Instant tax prep checklists and pre-populated returns: You can create customized checklists and forms for each client, based on their tax situation and needs, and automatically populate the data from previous years.
    • Automatic updates and alerts: You can stay updated on the latest tax laws and regulations, and get alerted of any changes or errors that may affect your clients’ returns.

By using tax software like SurePrep 1040SCAN, you can save time, increase accuracy, and improve your productivity. Plus, you can offer more convenience and value to your clients, by providing them with a smooth and secure online experience.

Leverage AI to enhance your tax research and advisory services

One of the difficulties of tax season is the ambiguity and intricacy of the tax system. With rules, regulations, and interpretations that change all the time, it can be tough to get the correct answers and solutions for your clients’ tax problems.

AI is a technology that can analyze large amounts of data, learn from patterns, and provide insights and recommendations. For accountants, AI can offer benefits such as:

    • Faster and more accurate tax research: You can use AI-powered tools to search for relevant tax information, such as cases, rulings, articles, and guidance, and get answers to your questions in seconds.
    • Smarter and more personalized tax advice: You can use AI-powered tools to analyze your client’s tax situation, identify opportunities and risks, and provide tailored and proactive tax advice.
    • More efficient and effective tax compliance: You can use AI-powered tools to automate and optimize your tax preparation and filing, and ensure that your clients’ returns are compliant and error-free.

By using AI, you can enhance your tax knowledge, skills, and services. Plus, you can differentiate yourself from the competition, by offering more value and expertise to your clients.

Feeling tired and stressed, workload, burnout and fatigue. Frustrated young african american woman keeping eyes closed and massaging nose after working at laptop for long time in office


5 tips for managing stress during tax season

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Set aside time to take care of your mental and physical health during tax season

The final challenge of tax season is the impact it can have on your mental and physical health. With long hours, high pressure, and limited personal time, it can be easy to neglect your well-being and suffer from stress, fatigue, and burnout.

But what if you could take care of yourself and maintain your balance and happiness during tax season? That’s where self-care activities such as, comes in.

    • Setting boundaries and managing expectations: Communicate clearly with your clients and team about your availability, workload, and deadlines, and avoid taking on more than you can handle.
    • Planning ahead and prioritizing tasks: Create a realistic and flexible schedule for your work and focus on the most important and urgent tasks first while delegating, postponing, or automating the rest.
    • Taking breaks and relaxing: Take regular breaks throughout the day, and use them to stretch, breathe, meditate, or do something fun. You can also set aside some time each week for hobbies, family, or friends.

By practicing self-care, you can reduce stress, boost your mood, and improve your performance. Plus, you can set a positive example for your staff and clients and show them that you value your health and happiness.

Go beyond surviving tax season

Tax season doesn’t have to be a nightmare. By using automation, AI, and self-care, you can go beyond surviving tax season and start thriving. You can also provide better service and value to your clients and grow your business and reputation.

So, don’t let tax season get you down. Use these tips to survive and thrive this tax season and


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