Rachana Yadav

Process Associate @Thomson Reuters

Mumbai, IN

I\'m an individual having good interpersonal and technical skills.Expertise in US Industry-Preparation of Individual Tax Returns (1040, 1040 HNI) and Trust Returns (1041) for clients, ensuringcompliance with IRS regulations and maximizing tax refunds-Rectifying the work based on the instructions provided by the client, verifying documents, and posingqueries to the client for missing information and clarification-Extension season: Accurately submitted returns with Hedge Fund K-1s multiple non-resident State K-1’S- Prepared more than 50+ Domains Returns such as(EY,NDH,JNY,WIN,RMBA,MPB,MBP,SD & C,BDO,SWG,BBF,KLR,CBIZ,MARCUM,FORVIS,FDE,HAF,MA,NDH,CNP,SHPC,BFH,ERS,KWC,EWM,ATL,DTA,RFA,LGS,MGP,LSA,WBP,SUP,CTFT,HHS,TRS-VWM,MGR and HKC).Software Knowledge -CCH Axcess Software -Profx Software -Gosystem Software -Ultra Tax Software -Lacerte Tax Software -SQL(Standard Query Language)-JIRA (ADO)During Non Season Additional Work- Expertise in SPBinder (SurePrep Binder): 1. Adding & Removing Forms from SPBinder: Based on project needs, I add or remove forms and fields using SQL (Standard Query Language) and tools like FDT (Form Definition Tool), DMT (Data Mapping Tool), Analyzer, and Input Form Designer. Form & Field Design in SPBinder: I ensure that forms and fields are correctly designed to match CCH Software/ProSystem Software, so they display properly in SPBinder. Solving SPBinder Queries: I assist in resolving issues related to SPBinder to the Preparer, Reviewer & Manager while preparing and reviewing tax returns in CCH Software. Testing & Verification: I test SPBinder to ensure data is correctly imported and exported. If there are issues, I work with developers to fix them. So that, SP Binder works smoothly during busy tax season.