The Tax Professionals Podcast

TTPP122: My 5 Step Process for Tax Research That I Use Every Time


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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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The Tax Professionals PodcastBy Jack Bonehill


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