Tax Return e-filing: Does your firm let you push the efile button? I’m really annoyed they don’t let us at my current firm.

When I was at Big 4 as a staff they let us just review the XML and submit it ourselves. I felt like I had more control that way. At BDO we have a team of admin that don’t work on the client e-filing for us but need to have everything setup in BTU (BDO Tax Userverse). It takes forever and it seems teams don’t double check anything with admin team if things get filed.

like
Posting as :
works at
You are currently posting as works at

It’s up to you to verify after the fact that everything was submitted and accepted. I don’t think it adds value to have a different team submit for you since they often miss forms/submit the wrong ones, but my firm has the same process.

like

Yeah, I personally still verify. But I notice some teams don’t. Sometimes I have to proactively reach out to admin to see what’s the hold up if any.

The big push for consulting in the past 2 decades has been this idea of "shared services" so save revenue generating employees time. Every company is trying to do something similar and it's honestly a waste of time. Just creates choke points during high volume moments where stakes are high.

like

The funny thing about this movement to me is that at one point I started finding hours from finance people in my codes. “We have to show value to the firm.”

like

"Push the button, Frank"

likefunny

At our firm managers and up can “push the button”.

like

Most big 4 anyone in the US can e-file.

like

SM1: yeah, we say “we offshore to save you money!” The offshore rate is 50% of the US rate, but they take 3x as long.

like

“Get Wharton away from the terminal!”

IYKYK….

like

We can’t for CCH, just our administrative specialists. For Go or OIT we can if we’ve completed a webinar. That will get restricted again in a couple of years as the specialists get better trained on TR platforms. For managing risk it really is the right thing to do.

like

We have US admin. But not always a good thing. There can be a disconnect.

When I was in public it was done centrally- to make sure it got billed and rejections etc were actioned.

like

Not sure why anyone would actually want to e-file, but I understand if it’s creating more work than doing it yourself. Most likely folks have messed up in the past and this is your firm’s way of managing risk. I’ve had a handful of issues in my career where a staff or senior did something really dumb e-filing that was not fun to fix, so I understand the firm’s concern.

like

Many years ago as a senior I had to hit the button to generate a large consolidated return on CLR Fast Tax that would cost about $1,500 which was a big deal if it was a bust and had to be reprinted. Took me an extra day to hit that button triple checking everything. Still did not feel good hitting the button.

Admin are the last step for us as well and I prefer it that way

Related Posts

hey, I joined Deloitte in June 2020 as an GPS SA analyst, I just staffed on internal project only providing me adjusted utilization. Now my standard util is 40 and my adjusted is 105... and this project last in another month... by then my standard util might be 20.. will my promotion be affected by this? My target promotion year on TOD is 2022. My manager said we might sell to client and extend this project in September but nothing guaranteed.

like

My first Freelancing project Shifted from Graphic designer to UI Designer.

Post Photo
likeuplifting

Hi Fishes,
We need a freelancer to help speed up the conversion of Java JSP project to Java spring boot Angular
If interested please let me know

like

Hey Fishes,
Been working at D India as a Manager (Not USI) for past few months.
Ask me anything as there are very few reviews available online.
To clear few misconceptions
1. Global projects are available here
2. They've started mentioning Bonus, Gratuity amount etc in offer letter
3. Work life balance depends on Project and managers you work with
4. Inside opportunities if you're the creamy layer
5. PF amount in offer letter is the total deduction and not just company's contri

Other can add

like

What range should I quote to HR when they ask for what are your expected salary? Current CTC is 10.55 LPA. I have 5 years of big data experience including 6 months of on site project at egypt. Your suggestions are most welcome....

Hey folks, I am interested in sustainability and the entire finance aspect of it. However my exp in th area is woefully inadequate. I'm trying to read up. Currently in the finance transformation team at EY (not related at all to sustainability). And no background studies wise.
Is there any chance B4 hire ppl who are interested. Have been with the firm 5 years, but haven't asked yet if they can internally move me.

like

KPMG increasing package by 0.5% so super guarantee doesn’t eat into existing salary. Step in the right direction after AFR article showed KPMG salary as lowest among big 4 at all levels…

likefunny

SVP group client partner in NYC, Health agency. What do I ask for?

like

I am a QA lead looking to break into google Spotify or meta as a program manager or project manager . Can someone please guide me on what does it entail to be a PM at these companies?

like

Hello to all b4 🐠 - what's your view on the cultural differences between b4 in Australia? Feel free to put down a ranking to your best knowledge, anecdotal or not. Thanks!

like

On the verge of turning an hourly client into a retainer. Any tips?

I am defending an eviction for a client who has given possession of the property (as of Nov. 30). Plaintiff’s complaint has one claim – possession. They did request relief for attorney’s fees. NJT/Final Hearing commenced 10/27, was only 30 min and was therefore continued to 12/20. Plaintiff had counsel at that time but they are no longer represented.  I want to file something notifying Court that Plaintiff claim is now moot, making sure that judgment is not entered that hurts (cont'd)..

like

When your manager decides to take PTO right before the holidays / project deadlines and leaves you to do their work (which they didn’t do) as well as your own.

likefunny

Interviewing with PVH for a project coordinator role. I think I may be overqualified (3 year consultant but wants to exit to Fashion). Would love to know what the interview process entails, some salary insights, and overall satisfaction. Thanks!

Christian friends, I need your prayers! I have done a lot of thinking and have to turn my project manager into the ethics committee. It makes me so anxious even though I know it is right.

like

Looking at jobs at Booz Allen Hamilton and noticed many are listed as “Mid.” Like “Strategy Consultant, Mid” and “Project Manager, Mid.” What does “Mid” mean?

like
like

Hi All, I joined Coforge 2 weeks ago and was directly assigned Santander project, but yet to get work. I connected with one of RDG member and they told me to wait. Any ideas on how much time it takes to get work here?. I am bored now 😑.Coforge Coforge ltd

like

I'm 6 months old at D! Planning early promotion next year.. counselor and pm both are backing me.. I need to go to India for at least 4 weeks in Dec ... most probably would be rolling off from current project by then .. would this vacation hurt my promotion chances coz of utilization etc?

I am an Oklahoma attorney looking for an Ohio licensed attorney to handle a minor property issue for a client. Please message me if you can assist.

like

More Posts

Currently got selected for Manager II, Program Management role at Amazon. Any amazon folks can help me understand what the package and WL are and career growth?

like

Can anyone let me know the reviews on Zoominfo company?

like

You haven't even seen our final form!!!

Post Photo
likefunny

Does company ask scheduled interview mail etc when we want to resign and said that i am getting an offer (which is just a word).
How can anyone handle this situation? please reply

like

Hi fishes,

Any idea on how to contact Capgemini HR for your offer ? I cleared the technical round, had sent them my documents and completed AMCAT test 2 days back. When I was following up on the status the HR with whom I had my salary discussion asked me to contact 2 other HRs. I only have their mail IDs . Now I am clueless about how to proceed . Can anyone help me on this ? Also , is AmCAT an elimination test??? Please guide me through

Ladies, did you change your last name after getting married? I’m worried about the impact it will have on my publications.

like

Hi everyone!

After years of hard work, I just got my first position in a leadership role! Yay! I’ll be leading a team of 12.
I wanted to know if you had any tips for me, things you wish you knew before, or things previous leaders did for/to you that you found admirable or stayed with you. I want to make sure I’m there for them and want to be a leader they will remember positively.

Thank you so much!!

like

This platform has serious bug... Something fishy in it... Someday they may released buggy app and reveal our identity...

like

I am finishing up at an agency end of June and another agency reached out to book me for a 3 month job that would need to start fairly soon. The job I’m on now has been shot and edited and is going into testing and then we will do the color and mix. What is the proper freelance etiquette in the situation? Can I go to the agency I’m at now and tell them someone wants to book me through the end of August or do I just have to say no to the new agency?

like

Is LS boutique to the buy side a viable route? Or is there often intermediary roles?

like

How much TC can I expect if I go to a small family shop PE firm in a role that does both investment side and ops side? Trying to see if it makes sense to leave my current job where my TC is around $200k as a senior

likehelpful

Has anyone waiting for the offer from Morgan Stanley after completing HR Round? Can you share your experience? I was told they are waiting for Approval and looks like it could get delayed.

like

Hey Folks,

Help me to unlock DM!

Thanks.

like

Should those of us who write code be taking a moral/ethical responsibility for what the code is used for?

likesmart

How is the promotion track in Bristol Myers Squibb in their Digital Capabilities team?
Is it tough to move from Sr Manager to Asso. Dir? TIA.

Hi Fishes..

I'm an azure data engineer with total yoe of 7.5 yrs and relevant yoe of 3.5 yrs. I'm offered a part-time job with a US manufacturing company through a consultancy. It's 3 to 3.5 hours a day. What would be decent compensation. ??

like

Is it common practice in Singapore for firms to have a probation period for new joiners (duration at their discretion), during which new joiners can be fired at a week’s notice period?

Looking for a referral for creative roles at TikTok. Please drop me a note if you can help. Thanks!

like

Barclays vs BMC Software... Any suggestions?
P.S. - Looking for suggestions purely based on job security, work life balance and career growth/hike opportunities (irrespective of current CTC offered)

like

Hi fishes,
How is the wlb in Amex?

likefunny

Additional Posts in Accounting

What Spotify playlist is your favorite for work?

like

how does the work culture in industry compare to public accounting?

like

Going on my first walkthrough with my senior. What can I do as a new A1 to be helpful and learn as much as possible? Thanks, fam

like

Ladies, Trying to to turn a ☘ and begin a new diet for the summer; what's your goto summer diet?

like

Considering obtaining a CFE certification. Can anyone share their experience vs experience obtaining CPA? I’m already a CPA. I just want a comparison of study time requirement and difficulty of exam.

like

Is the CFE pretty easy?

likefunny

Who was around in 2008/2009 at big 4? Specifically in advisory? How were those practices affected during the layoffs? Any insight to ease some of the worry/unknown would be greatly appreciated.

likehelpful

My attention to detail, on a scale of 1 to 10, has to be a 3. I can't find the fix. What would you rate your attention to detail? And if you started out bad, how did you fix it?

like

Utilization rate this time of year?

like

Parking should really be reimbursed! Especially when its $20 a day.

like

What time do you leave at night and what service line/level? Trying to gauge if it ever gets better...

like

Do all big 4 firms “even out” experienced hire salaries over time?

like

TIL: I don't have rights as a public accountant

Post Photo
likefunnyhelpful

For those of you who are high performance - were you top students as well?

like

I wonder if we’ll still have minimum billable hours if WWIII breaks out

likefunny

In audit room busy season love stories?

like

If someone earned their college degree 20 years ago and their resume shows no recent degrees or certificates, is their education relevant ?

like

Client Connect is the biggest piece of shit. Can't purge or export documents (error); laggy as hell; can't manually set client passwords or delete old users. It's the GDM of software basically

like

Highest number of billable hours you have seen in a year?

like

Which offer should I accept? Currently staff 2 at big 4 in Tax with CPA license. I want to leave tax ASAP. Both are public companies +1B in revenue and same salary. Offer 1 - staff revenue accountant so reading contracts, speaking with the sales team and legal team, a lot of work at the end of the months to close books and reconcile transactions to make sure we are ASC 606 compliant. This track usually leads to director of revenue. Offer 2 - internal audit staff so SOX and compliance projects.

likefunny

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal