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tax workflow Archives - SkillAbility

Comparison between entering tax data into UltraTax and preparing a complete, supported, review-ready tax return.
27 Jul

UltraTax Training for New Tax Preparers: From Source Documents to a Review-Ready Return

Accounting Workforce Development / Onboarding & Training

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,

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CPA firm team testing staff capability, tax workflow, review capacity, security, technology, and backup coverage before tax season.
24 Jul

Tax Season Readiness Checklist for CPA Firms: Test Staff, Workflows, and Backup Coverage

Accounting Workforce Development / Firm Operations

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 24, 2026  |  39-minute read TL;DR — The Short Answer A CPA firm is ready for tax season when it has tested—not merely assigned—the people, workflows, review capacity, client-intake process, technology, security controls, and backup coverage

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Comparison between a promoted tax preparer who remains the bottleneck and a developed tax manager who creates capacity through people.
21 Jul

Tax Manager Development Program: Build Reviewers, Coaches, and Advisors

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 21, 2026  |  23-minute read TL;DR — The Short Answer A tax manager development program should build three connected capabilities: reviewing returns and risk, coaching people so quality improves before the next review, and leading clients

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