Sunday, January 19, 2014

Wednesday, Jan. 15

Today at work we once again started off with more training.  We took the information that we created yesterday and moved it on to the next step in the process this morning.  We imported the information we used into another system called Caseware.  This was a lot more difficult to follow than yesterday was.  There were a lot of complicated steps and the training moved quickly.  All of us interns were falling behind and were not 100% sure of what was going on.  At the end of the importing they told us that a lot of the steps we just did were not going to be necessary for the company’s that we would be working on.  That was the process for setting up a new client.  It was a lot of work.  We then got lunch catered in again.  After lunch we had another training.  This training taught us how to do property taxes for businesses.  We spent about an hour doing training on this then went live again.  I really enjoyed this part of the day.  We all sat in a conference room again and listened to music while we worked.  We could ask each other when we had questions and help out if we could.  Time flew by again and I ended up working until seven that night.  It was a lot of fun though working on actual projects.  I really enjoyed feeling like I was accomplishing something and not just training.  I understand that they are going through a lot of training to make sure we are well prepared when busy season come, but it is information overload right now.  After a week of orientation last week and then more training this week I do not know how much of this information I am actually retaining.

                As of now the update on my project is that I will be going out to a client on Tuesday to do a portion of it.  The project I am completing is comparing the efficiency of preparing a tax return at the client vs gathering the information then bringing it back to the office and completing the return.  Tuesday will give me a better understanding of preparing the return at the client’s location.  After that is done then I can compare it to the returns that I have done at the office.  I have done some returns and know how it feels and how efficient it is to complete the return at the office with the information the client sent.  I feel like it will be easier to complete at the client because if we have any questions we can get an answer right away.  We do not have to wait for a response to an email or call.  So far I would not do anything differently though.  The way that I prepared the return in the office was the standard way.  You receive the information, and then you import it and create the return.  If I had any questions I asked the person in charge and had to wait for them to contact the client and receive an answer.  For the second half of the term I am going to go out to the client and think about the pros and cons of each situation.  I am then going to compare then and record my results.  That is the plan for the rest of my term.

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