tax preparation workflow Archives - SkillAbility

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 27, 2026  |  42-minute read TL;DR — The Short Answer UltraTax training for new tax preparers should teach the complete return workflow—from source-document completeness and prior-year analysis through accurate input, workpaper support, diagnostics, research, state treatment,