ElectroNeek Bot Library

Tax return data entry

Case for Automation

Keying data from tax forms into tax software is a low-value, error-prone task for human tax preparers. Data from standardized tax forms such as the W-2 or the 1099 is always entered into the same input field. The entry of other data, such as trial balance output, is often manual as well, again presenting a high risk of error. Over the course of hundreds or thousands of tax returns, this can represent a significant expenditure.

Bot Activities

Launches tax software when triggered by an automated workflow or provided with a batch file to process
Aggregates data from various input sources such as standardized tax forms, tax organizers, and client files
Enters data into appropriate input fields in tax software
Notifies human tax preparer once data has been staged in tax software

Automated software