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2013
May
H
HORNE LLP TAX DEPARTMENT beBETTER SURVEY
HORNE LLP TAX DEPARTMENT beBETTER SURVEY
0%
Exit Survey
Please provide your position, office location, and service line affiliation.
Please indicate the percentage of time you spend practicing in the following tax areas:
0-20%
21-40%
41-60%
61-80%
81-100%
Individuals
Trusts/Estates
C-Corporations-Single Member
C-Corporations-Consolidated
Partnerships/S-Corporations
Not-for-Profits
How would you rate the standization and consistency of supporting workpapers and client source documents? (For example, do you feel that the workpapers differ too much from client to client leading to wasted time, confusion, and training difficulty?)
1=Very little to no consistency/standardization
5=Very consistent/standardized
1
2
3
4
5
Consistency
Standardization
How often do you experience the following:
Never
Sometimes
Most of the time
Always
N/A to my focus
Client returns completed organizer
The caseware/quickbooks provides correct book amounts to immediately begin tax work
It takes 1 to 2 days to receive all requested info from client
It takes 3 to 5 days to receive all requested info from client
It takes more than 5 days to receive all requested info from client
When preparing a return, I...
Never
Sometimes
Most of the time
Always
N/A to me
notice consistency in workpaper (WP) format from client-to-client for the same type of client (for example, the WP's are consistent for all construction clients)
am able to locate caseware, depreciation, and prosystem files in 5 minutes or less
am able to clearly follow the prior year WP's
clearly reflect and reference all of my calculations
reconcile Federal to State differences and/or provide state apportionment WP's in the workspace
self-review by tying out my WP's to amounts reflected in the actual return
provide NOL, partner basis, and other rollforward WP's in the workspace
am comfortable with my work and the budgeted time
receive additional info that I knew nothing about regarding a return I had prepared and already sent to review
As a preparer, where or what causes you to become confused and most error-proned? (N/A is acceptable)
When reviewing a return, I...
Never
Sometimes
Most of the time
Always
N/A to me
find that all workpapers are properly indexed in the workspace
see where the preparer ties-out and references her calculations within workpapers
spend too much time locating and tying out calculations
am comfortable with my review and budgeted time when completed
receive additional info that I knew nothing about regarding a return after my review was completed
As a reviewer, what areas do you see that preparers could use help with in their development? (N/A is acceptable)
What are your thoughts regarding the error tracker implemented prior to the 2013 tax season? What changes, if any, would you like to see regarding the error tracker?
Regarding the use Prosystems, please rank the following as user-friendly with 1 being the most user-friendly.
Individual Returns - K-1 Input
-- Select --
1
2
3
4
5
6
7
8
9
Individual Returns - State Return Input
-- Select --
1
2
3
4
5
6
7
8
9
Business Returns - State Apportionment Input
-- Select --
1
2
3
4
5
6
7
8
9
Business Returns - State Return Input
-- Select --
1
2
3
4
5
6
7
8
9
Pass-Through Returns - Specific Parnter Allocations
-- Select --
1
2
3
4
5
6
7
8
9
All returns - Federal E-file Acceptance
-- Select --
1
2
3
4
5
6
7
8
9
All returns - Deteriming what states accept Prosystems e-filing
-- Select --
1
2
3
4
5
6
7
8
9
All returns - State E-file Acceptance
-- Select --
1
2
3
4
5
6
7
8
9
All returns - Modifying letters and instructions
-- Select --
1
2
3
4
5
6
7
8
9
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