TTPP122: My 5 Step Process for Tax Research That I Use Every Time
Description
Want to get better at tax research? In this episode, I share my five-step process to always get to the answer — and show you how it worked in a tricky but real client case so you can start using it yourself.
Tax Research Masterclass:
Go to thetaxprofessionalspodcast.com/trm for details and to enrol.
Show notes:
https://www.thetaxprofessionalspodcast.com/ttpp122/
Timings
[00:00 ] Introduction — why tax research feels overwhelming
[00:00:22 ] My 5-step process in action: real-life client story
[00:07:34 ] My 5-step tax research process explained
[00:08:31 ] Deep dive into each of the five steps
[00:10:47 ] Typical challenges tax professionals face during tax research
[00:13:30 ] Exercise: try the 5-step process yourself
[00:13:59 ] How the Tax Research Masterclass would help you
Resources
TTPP60: Improving Your Tax Research Skills - Stories and Tips of 3 Tax Professionals
Croner-I's Online Tax Research Platform: Free Trial
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