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Level 3
November 4, 2025
Question

Tax Return Testing for New Employees

  • November 4, 2025
  • 3 replies
  • 24 views

Hello all! We are interviewing for a new EA/CPA with our small firm. As part of the interview process, we want the individual to prepare a mock 2021 tax return (we give them the source docs/organizer). However, we are running into candidates who do not have access to 2021 software. We do not want to give them our Proseries 2021 software because it requires using our license.....What strategies are others using to hire new employees and test their tax return prep/reviewing knowledge? Thanks for any input!

3 replies

IRonMaN
Level 15
November 4, 2025

Why are you stuck on the year 2021 instead of a more current year?

As a side note, if you really want to test their knowledge, have them complete a mock tax return manually.  😀

Slava Ukraini!
tfreisAuthor
Level 3
November 4, 2025

Good question! We are not so much "stuck" on 2021 as that is what redacted tax docs/organizer we have on hand from a previous recruitment in 2022.

 

As for doing a manual test, we would prefer the use of tax software, which is in line with what they can expect from this position. 

BobKamman
Level 15
November 4, 2025

I'm sure there's some reason you can't just change 2021 to 2023 on the source documents.  I just can't think of it this early.  

George4Tacks
Level 15
November 4, 2025
BobKamman
Level 15
November 5, 2025

Are you looking for a data entry clerk, or someone who can work with clients and spot what documents are needed, not just process those that are provided?  Interviews are generally the least useful method to identify the best potential employees, so of course that's the system most organizations use.    If it's a public-facing job, though, it can be part of the process.

Your hiring assumption is that someone may be smart enough to pass the CPA or EA exam, but not smart enough to work for you?  And you still have competition for people who will go along with that attitude?  AI must have eliminated more jobs already, than we suspect.  

An applicant could have years of experience preparing hundreds of returns with one brand of software, but still struggle with Intuit quirks.  Or have experience with ProSeries, but also have dyslexia that no one has yet spotted.  The software doesn't tell you that the number is 736928, not 729638.  I did a Google search for dyslexia testing, and there are professionals who do that for a fee.  

Hiring employees is difficult.  My technique has always been, to rely on luck.  

sjrcpa
Level 15
November 5, 2025

Does your mock test have specific tricky things in it? Why not just ask how they would handle these?

Do you expect they know ProSeries already? "Testing" on 2018 software seems dumb. A lot has changed since then - both software and tax law. 

Do you think you will get applicants who would sit thru this test? Are you an H&R Block type shop? I think they test if you haven't been thru their course. (At least they used to).

What kind of employee would have their own tax software?

The more I know the more I don’t know.