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Tax Return Preparation Services For A Leading CPA Firm Case Study
Case Study

Tax Return Preparation Services For A Leading CPA Firm

Client

One of the leading independent chartered accountant firm


Industry

Advisory & Consulting


Region

United Kingdom

Tax Return Preparation Services For A Leading CPA Firm Case Study

Challenges

The client wanted to process US individual expatriate income tax returns for taxpayers living abroad in UK and maintain a smooth flow of returns with resolution of queries prior to submission of returns to the IRS system. They wanted to handle the taxpayer’s data in a secure environment as they lacked it.

Solution

Datamatics deployed a dedicated workforce to quickly process the tax returns using expertise in US Individual Tax Returns along with the expertise on Expatriate tax returns and implemented a workflow automation software, iPM to securely manage the inflow and outflow of the tax returns using e-Tax Manager (eTM)

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Impacts

Document Management System

Robust end to end workflow and reliable Document Management System

Process Complex tax returns in reduced turnaround time

Ability to process complex tax returns in reduced turnaround time with the availability of tax expertise

Automation of processes

Automation of processes results in reduction in cost of operation and elimination of manual intervention

Integrated Technology

Integrated Technology and Process with sound Domain Knowledge

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