Two Key Decisions for Tax Leaders to Make

Tax leaders face a daunting task: deciding which tasks to automate. A recent report from the Thomson Reuters Institute provides guidance on two critical questions that can inform their decisions. The institute’s 2026 State of Tax Professionals Report highlights a common problem: many respondents struggle with limited time and resources for automating more work, while nearly half point to cost as a significant obstacle.

Given these challenges, tax leaders must carefully weigh which tasks are worth automating first. They need to consider what will truly save them time and money in the long run.