In the tax season, many reputed accounting and bookkeeping companies are adopting tax returns outsourcing. These companies are otherwise kept occupied because of the immense pressure on them to deliver outstanding accounting and bookkeeping services. At the same time it is of critical importance that they maintain sufficient control over their tax processes. Because of this, they have no other choice but to hire trained individuals to complete this complex task for them. By doing so, it saves them a lot of time and money, as they can focus more on their core responsibilities. The companies won’t be training their in-house staff, but will have another complex job at hand i.e. to train external workers. They have to train them in the rules and procedures by which the company operates.

There are several things a company should incorporate into training to ensure the outsourced staff are well-prepared for the tax season. Sometimes there will be a delay at the start of the tax season. This extra time should be utilized to make sure the staff know what they are doing. Just like any other field, changes also occur in the tax industry. Companies should keep up with those changes and ensure the staff are informed as well. They should hold sessions with the tax preparers before the start of the season on tax laws that have been changed and deductions that have ended to provide accurate results to the authorities. If the company has made any software updates, workers have to be briefed on them and trained in their usage to ensure efficiency.

Companies have to go over any new policies or policies the office might have developed. It is always beneficial for companies to reflect on their shortcomings or opportunities to work on for the current season. Staff should be asked to go over customer surveys and review them to understand the mission and goals of the company. This way they can become more attuned with the work they are doing for the company and develop a sense of belongingness. If any new staff come in, time has to be taken to explain to them and train them in the office procedures, IRS Due Diligence and customer service based on the tax office operations manual. Companies which don’t have operations manuals can purchase prescribed standard manuals and modify them to meet the business needs.

To be effective, the systems and processes of the company have to be complete and accessible. Workers should be given employee manuals which elaborate on the rules and operations of the company. Instead of a written manual, it is more recommended to supplement a combination of written, audio and video procedures to capture the entire essence of the company’s modus operandi. A systematic approach to making the workers aware of the systems and processes will ensure that each task is completed conforming to the same standard, regardless of whoever performs the task.

However qualified the staff may be, the office should have a designated person they can go to for help. The person should be a veteran with years of experience to give the staff members a helping hand and advice when they need it. Sometimes it is daunting for new staff members to quickly assimilate to the new work environment and know who to ask for help. It will make things easier for them if they have someone to show them the ropes and answer all their doubts and queries.

To sum up, before the tax season ends, it is imperative the workers are trained in the following areas:

  • Learning to prepare federal and local income taxes properly and efficiently.
  • Pre-work training in the firm’s policies, procedures and customer service.
  • Computer tax software training.
  • On the job training under the supervision of a veteran expert
  • Training in new tax laws.

If the company is cognizant of all these steps, they will face no problems in training the outsourced staff. They will get through the tax season without any difficulty and paying taxes will not seem like such a herculean task anymore.



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