Survived the January tax rush? Here’s how to make the next tax season easier

Another tax season is in the books, and for many accountants, that means a collective sigh of relief.

January always brings its fair share of late nights, last-minute client queries, and the stress of meeting deadlines, but does it have to be this way every year?

With the right processes and tools in place, the 2025/26 tax season could be a smoother, more streamlined experience.

MyWorkpapers is here to help accountancy firms reduce the stress, improve efficiency, and ensure compliance, without the usual January chaos.

The January rush – A problem that needs solving

Tax season has a way of creeping up on even the most organised firms.

The final quarter of the financial year often sees an influx of client work, last-minute submissions, and a scramble to check every detail before the deadline hits. Common frustrations include:

• Manual processes slowing things down – Paper-based or disjointed digital systems make it difficult to track and manage client files efficiently.
• Lack of real-time visibility – Chasing missing documents or waiting on client responses leads to bottlenecks.
• Inconsistent workflows – Different team members using different processes can lead to inconsistencies and errors.

Why MyWorkpapers is the solution for a smoother 2025/26

Rather than accepting tax season chaos as inevitable, firms can take proactive steps now to ensure a more structured and less stressful year ahead.

MyWorkpapers offers a cloud-based working paper solution designed to help accountants get ahead, stay organised, and complete work more efficiently. Here’s how:

Automated workflows and checklists

MyWorkpapers provides structured workflows and customisable checklists that guide teams through each stage of the tax preparation process.

Standardising workflows ensures that nothing is overlooked and that every step is completed correctly, reducing errors and rework.

Cloud-based collaboration

No more searching through emails or shared drives for missing information.

MyWorkpapers centralises all working papers, allowing teams to collaborate in real-time.

Whether working in the office or remotely, everyone has access to the latest version of documents, reducing duplication and confusion.

Client document requests made simple

Chasing clients for missing information can be one of the biggest headaches of tax season.

MyWorkpapers streamlines this with automated document request lists, enabling accountants to track outstanding items easily and reducing the need for endless email follow-ups.

Better planning for next year

With real-time data and insights, accountants can take a more proactive approach to managing workloads throughout the year.

Rather than leaving everything to the last few months, firms can use MyWorkpapers to spread work evenly, reducing January pressure.

The best time to prepare for a stress-free tax season is before the rush begins.

By implementing MyWorkpapers now, accountancy firms can enjoy a more structured, efficient, and organised approach to tax preparation, turning January from a time of stress into just another month.

Ready to make 2025/26 your easiest tax season yet? Book a demo of MyWorkpapers today and see how our platform can transform the way your firm works.