Refunds may be higher for some taxpayers, but documentation issues remain a key filing season challenge, March survey finds
As the 2026 tax filing season enters its final weeks, a new survey from the National Association of Tax Professionals (NATP) shows that while some taxpayers may be seeing higher refunds, the overall filing process remains complex and, in many cases, more time-consuming.
According to NATP’s March poll of tax professionals, many practitioners report seeing higher refunds compared to last year, while others say results are more mixed depending on individual taxpayer circumstances. The findings highlight that refund outcomes vary, but the challenges behind preparing accurate returns remain consistent.
Documentation gaps continue to create challenges
The most significant issue practitioners report this filing season is incomplete or missing client documentation. Approximately three-quarters of respondents say they regularly encounter documentation gaps or insufficient information when preparing returns.
These issues often lead to delays, additional follow-up, and increased time spent verifying eligibility for credits and deductions.
“We’re seeing more situations where the outcome might be positive for the taxpayer, but the process of getting there is more complicated,” said Tom O’Saben, EA, director of Tax Content and Government Relations at NATP. “Having complete and accurate information upfront is more important than ever.”
Tax professionals spending more time educating clients
In addition to documentation challenges, tax professionals report spending more time educating clients about eligibility rules, documentation requirements and how refunds are calculated.
Many taxpayers enter the filing process with expectations shaped by headlines, social media or simplified online advice, only to find that their individual tax situations require more detailed review and explanation.
As a result, client communication and education have become a larger part of the filing season workload.
What taxpayers should know as Tax Day approaches
With the April filing deadline approaching, tax professionals recommend that taxpayers take a few key steps to avoid delays or issues:
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Gather all necessary documents before filing.
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Ensure personal and direct deposit information is accurate.
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Respond promptly to any IRS notices or requests for additional information.
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Consider filing an extension if unsure about the accuracy of a return.
Taking these steps can help reduce processing delays and minimize the risk of corrections after filing.
Complexity remains the defining theme of filing season
While refund amounts may vary from taxpayer to taxpayer, tax professionals say the overall trend this season is increased complexity.
“As tax rules continue to evolve and more taxpayers have different types of income or deductions, the need for accurate information and careful review continues to grow,” O’Saben said.
About the March filing season survey
The March poll surveyed 93 tax professionals nationwide during peak filing season to assess workload, client behavior trends and common friction points.
NATP conducts recurring polling throughout filing season to monitor practitioner experience and emerging trends. Additional updates are expected in April as the filing deadline approaches.
The National Association of Tax Professionals (NATP) is the largest nonprofit organization that works exclusively for tax professionals. We serve members through education, advocacy and community, providing the tools they need to navigate the tax code and the insights the media can trust.
Looking for a tax expert? Tom O’Saben, EA, director of tax content and government relations at NATP, is available for phone or video interviews to discuss federal tax topics, including tax law change and its implications, taxpayer issues, tax preparer regulation and more. To schedule an interview with O’Saben, contact [email protected] or [email protected].