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

CCH Axcess Tax

CCH ProSystem fx Tax

Drake Software

Intuit Lacerte Tax

Intuit ProConnect Tax

Intuit ProSeries Tax

Thomson Reuters Ultratax

🚀 Author
  • Realize
📒 Bot Category
  • Finance and Accounting
💡 Tags
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