2. 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
3. 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
4. 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
5. 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
6. 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
7. 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)
