Tax Season Survival Tips

Tax season is here and for many, that signals the start of longer workdays, increased stress and sleepless nights. It’s important to recognize the signs of burnout and take measures to protect your health and wellness during this incredibly busy season.

To ensure that all accounting, payroll and financial professionals survive and thrive this tax season, ADP Canada has created series of tips to help them endure the next few months.

Tip #1: Have a plan

Just like outdoor survival, you need a plan to succeed. When things get extremely busy it’s hard to stay organized. A simple list that details which tasks to conquer first helps you stay organized, maintain control and alleviate stress – even when your workload feels overwhelming.

Tip #2: Seek shelter

Your workspace is your home away from home during tax season – it should be welcoming and comfortable. What steps can you take to ensure your workspace is ergonomically sound? When facing longer days in the office, try working at a standing desk or using an exercise ball for a few hours at a time to help reduce the stiffness and pain associated with prolonged sitting.

Tip #3: Stay hydrated

You may be tempted to reach for that third cup of coffee, but hydration is key to staying mentally alert. Staying hydrated allows the body to maintain peak levels of productivity and helps increase energy, focus and brain power. In addition, getting up to refill your water bottle forces you to take much-needed breaks throughout the day.

Tip #4: Keep calm

Remember, tax season is only temporary. Take time for yourself and schedule social events throughout tax season. Taking a post-tax season vacation can give you something to look forward to after several months of hard work. And remind yourself that there’s light at the end of the tunnel and it’s important to reward yourself during this incredibly demanding time.

Tip #5: Find a friend

Pair up with a colleague and hold each other accountable for breaks and meals. Going for 15-minute walks with a friend can help reduce stress and restore mental clarity. When times are tough, lean on each other for support.

Additional Tip: Don’t be a hero

Planning all your client meetings in one day sounds great, but it will leave you exhausted. Try to break up your week, if possible, and be honest with your clients about expectations and timelines.

Some Parting thoughts

Tax season may seem intimidating, but the more detail-oriented and organized you are from the start, the less stressful it will be.

As you get into gear this busy season, we hope these tips come in handy and that all accounting professionals know that, even if it doesn’t feel like it, every client appreciates your tremendous effort and skills.

TAGS: Payroll Financial Services Finance Professional & Technical Services Payroll Administration Small Business Payroll Tax