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Ext. PublicationMotor Fuels Tax Minute, Episode 96: How to Switch Software
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In this episode of Motor Fuels Tax Minute, our hosts wrap up their six-part series about tax software. Listen in to learn how you can switch your tax software.
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Detailed Description of Weaver’s Motor Fuels Tax Minute, Episode 96
00:00:00
Leanne: Welcome to Weaver’s Motor Fuels Tax Minute, the vlog where we talk all things motor fuel. So, Kelly, we’ve talked software for weeks. And I do have one final question.
I implemented software because I needed to or I wanted to, but I’m not loving it. So how do I switch softwares?
00:00:19
Kelly: That’s always a tricky one. And that takes a really strong business case, I’ll start with. Imagine, like we said, it takes a lot of time to get that software in, switching it is going to take time too.
I would say start with number one: understanding your contract with your current provider. Understand if you’re in a contract and what happens to your data and your returns once you move out of that software. Do you still have access to your returns? Do you still have access to that information? Do you have to pay a fee each month because they are archiving that information for you? Know that ahead of time before you jump.
Number two: utilize what you have. If you have a current tax software, you probably built rules. A lot of work has been put into that. That is not wasted. See how you can use that and kind of build into the new software. Also, think about why you’re switching softwares.
Think about those pain points. I will tell you, all the software providers offer great customer service. They’re always willing to help when people reach out. Our team is always willing to help, but your best time to get all of these things worked out is during that implementation.
Don’t wait. If there’s something you’re sitting there thinking of, why isn’t this working, I’d kind of prefer that. Speak up and you will end up with a much more successful product. So just keep in mind what you have already, what you’re going towards, and just set yourself up for success.
One final note: if you have the ability, parallel test. The last thing you want to do is go into a new software, go to upload one of your $100,000 returns and it fails. That’s not an ideal situation. So, if you have the ability, parallel test, I know it sometimes costs a little bit more, but I’ve seen it pay off for companies.
00:02:01
Leanne: Well, thank you, Kelly. There’s been lots of great information over the past few episodes, and I know that I have learned a lot.
You know, some jokes about me not being able to do software, but it’s definitely not my primary area of focus and very much more on the consulting side. I thank you for all of that information. If there’s anything that we missed, that’s all the questions I had, but if there’s anything that we missed, please drop questions in the comments. Not only will you get a great answer, but you might even get some Weaver swag.
And that was this week’s Motor Fuels Tax Minute.
