KLISMITH ACCOUNTING AND TAX GROUP: TAX

INPUT INTERNCole MonroeSpring 2016

DUTIES AND RESPONSIBILITIES

• Retrieve information from source documents and enter on UltraTax software

• Create Excel spreadsheets to match data on tax forms

• Analyze all data and information from documents and tax forms

• All data must be inputted into UltraTax software

• Data on Excel spreadsheets must match to exact amount

• Communicate with CPA’s to have high level of accuracy

• Work in a safe, friendly environment

SUCCESSFUL GOALS

• Communicate with supervisor and Accountants• Maintain high level of accuracy with no errors • Ask questions when necessary to come up with best possible decision• Input data into UltraTax software accurately and efficiently • Match data on Excel spreadsheets to all tax forms

CHALLENGES

• Ability to handle multiple responsibilities in one setting• Associate specific tax form related to information on source documents• Know different types of tax forms • Use of time management skills in a fast-paced working environment• Adapt to different rules and regulations on various tax forms

THINGS I LEARNED BEING A TAX INPUT INTERN

• High volume of returns on a daily basis• Time management skills are crucial in the tax industry• Communicate with other CPA’s to maintain high level of accuracy• Being able to work in a safe, friendly environment• Know different types of tax forms • As time went on, was able to minimize errors and work independently on tax

returns

THINGS I LEARNED ABOUT MYSELF

• Time management skills greatly improved • Communicated well with other employees on tax software/inputting data• Able to create Excel spreadsheets and analyze data accurately • Important to match data with right tax form• Dealing with tax forms requires high level of accuracy with no errors• Doing outside research to find information that you wouldn’t find on

documents• Confidence grew as I did more tax returns independently

THINGS I LEARNED ABOUT KLISMITH

• Small firm that deals with individual and corporate tax returns• Constant communication with clients/employees• Work in a fast-paced environment with high volume of tax returns• Accuracy is very important • Work closely with clients to provide best service possible • Offer wide variety of services (retirement, financial planning, payroll

processing)