We started using Karbon (actually IPM powered by Karbon) in June for our clients on extension and our ongoing accounting clients. For the tax work - we used the Proconnect templates and imported the tax returns from ITO.
We are in the process of updating all the tax templates now that we had the ability to work with the system. And that leads to my questions about best practices.
Some of the template details will change for us year to year as we plan to have clients click off client request tasks regarding that year’s due dates and pricing. As such we don’t plan on setting up repeating work for annual tax returns. I am curious if setting up work for each year’s tax return is a better idea than having to update the repeating client work each year. It seems about the same level of effort to me, but I just wanted to see if I may be missing a bigger picture on this.
A similar but slightly different take on opening tax season - do you create the returns in ITO and then import each year OR do you manually create the work in Karbon each year. This would seem to solve the issue of using the latest template but we would have to be sure to make certain clients inactive first and add new clients in ITO first. Thoughts?