Tax Manager Home > Professional Services Assessments Tax Manager Home > Professional Services Assessments Tax Manager Self-Assessment Step 1 of 3 33% 2019: New Tax YearDo you feel prepared for the 2019 tax season?Yes, totally!MostlyNo, not at allWhat tasks/processes made your team work extra hard this past year? Imports / data management Classifications / calculations Generating returns Other What kind of changes do you usually make to your data before importing?Did a source data system (AP, AR, CRM) change this past year?YesNo External WorkWhat processes (related to property tax) are being done outside of PTMS?About how long do all these "external-to-PTMS" tasks take?TrainingHas there been turnover in your department?YesNo OtherAre you getting the reports you need out of the system?YesYes, but I'd like to create new onesNoAre there additional reporting functions you need?Are you responsible to provide tax forecasts and/or accrual information?Tax forecasts onlyAccruals onlyBothI am notWhat are the processes that you feel either take too long, or should be accomplished in fewer steps, or automated entirely?Name*Company*Email CAPTCHAPhoneThis field is for validation purposes and should be left unchanged.
