Small Business Week Spotlight: Digital Tools to Simplify Tax Time

In celebration of Small Business Week, it’s a great time to spotlight how tax professionals can better serve their small business clients using the latest IRS digital tools. These tools not only improve client service but also help you streamline your own workflow, reduce time spent on manual processes, and stay ahead of compliance.

Here’s a look at some of the key resources now available:

1. Business Tax Account – A Centralized Portal for Clients

The IRS Business Tax Account is a secure, self-service tool that allows sole proprietors (and eventually more business types) to:

• View tax info

• Manage accounts

• Make payments

• Communicate securely with the IRS

  
  

As a tax pro, encouraging your clients to set up and use this tool can significantly reduce delays and data-gathering time during tax prep.

2. IRIS for e-Filing Information Returns

The Information Returns Intake System (IRIS) provides a no-cost way to e-file Forms 1099 and similar information returns. Tax pros can use IRIS to:

• File returns for 2022 and beyond

• Submit corrections

• Request automatic extensions

  
  

This system is a huge upgrade from previous methods and a game-changer during busy filing seasons.

3. Mobile-Responsive Forms – Fast and Flexible Filing

The IRS now offers a selection of digital and mobile-adaptive forms that can be completed from any device. These are ideal for clients who are always on the go or working remotely. For forms requiring signatures, clients can use their IRS Online Account to authenticate and submit quickly.

4. IRS Secure Messaging – Communicate with Confidence

Tax pros with proper authorization can now securely message the IRS directly, reducing the need for long phone calls or snail mail. This feature allows for efficient resolution of client issues, saving time and improving service.

Help Your Clients—And Your Practice—Thrive

The more tools you master, the more value you bring to your small business clients. Encourage them to adopt these resources while you leverage them behind the scenes to enhance your service offerings.

Bonus Tip: If you're looking to streamline your practice even further, MyTAXPrepOffice seamlessly supports secure communication, client collaboration, and efficient e-filing. As your all-in-one tax software, it’s built with features that align with these IRS updates—making it easier to serve small business clients year-round.

---

Disclaimer: This article is for informational and educational purposes only and does not constitute legal tax advice. Advanced Tax Solutions is not liable or responsible for any damages resulting from or related to your use of this information. It is your responsibility to refer to official IRS documentation for information regarding any tax laws or tax information shown here.