After facing the unparalleled trials of tax season 2022, the upcoming tax extension season may cause apprehension for your staff. Your team needs a tax season debriefing! Below are a few tips on making your tax season debrief session a success.
Why would you want to offer a tax debrief a few months before the tax season 2022 extension?
Well, why wouldn’t you?
The details of what happened during the April 18th frenzy would be fresh in everyone’s minds.
CPAs and accountants may also be eager to discuss the pluses and minuses of the tax season and see what they can learn from it. Lessons gained could enhance fall extension procedures, enabling teams to perform more efficiently despite previous hiccups.
Other great reasons to schedule an end of year tax season debrief meeting include:
As the Director of Firm Technology and Strategy for Right Networks, I advise you to catch information while it is fresh in everybody’s minds. This means scheduling your tax season debriefing a week or two after the busy season deadline.
A debriefing would also be an optimum time to survey all your firm members to see how COVID-19 impacted them during tax season 2022.
You may also want to:
For instance, you might want to explore ways to make your environment digital, especially in the post-COVID-19 era, where hybrid work environments are fast becoming mainstream.
This type of consideration could help any tax professional address pandemic-related or any other needs should another catastrophe strike.
By implementing these strategies, you and your team can be better prepared for whatever comes your way!
Whether you decide to hold an in-person or virtual tax season debrief with your team, a few topics will be of note.
Tax season 2022 was exhausting, and your team may very well have a few ideas they want to discuss on how to prepare for the future. For this reason, you may want to sit down and discuss a few of the issues that cropped up and how to address them.
Some common themes may include:
Put a time-saving plan into motion. Cut down on the useless clutter with efficient, time-saving enhancements to the office pipeline. Talking to your team and getting their input is the best method of producing feasible solutions that make everyone’s jobs faster and easier.
Create an in-depth survey to gauge perceptions. Your group will most definitely have ideas about how to proceed after another post-COVID-19 tax season.
Ask them if they felt this was a better or worse busy season and why? Provide open-ended questions that range from completely agree to disagree completely. Make the questionnaire simple, anonymous, and something beneficial to the collective. The same can be done for your clients, which will increase your customer service acumen.
There are many reasons why you would want to host a tax season debriefing for your team.
If you want to learn more, check out my webinar, How to host your tax season 2022 debrief, for further tips. You can also reach our offices for details about making future tax seasons easier with cloud hosting technology at rightnetworks.com/get-started/.
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