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Working Paper Documentation - Tax Staff Essentials, Level 1 - New Staff

Author/Moderator: Charles Borek, CPA, JD, MBA
Publisher: AICPA
Availability: Online Access
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Workpapers support the creation of a tax return. Firms must provide proper data for their work, through accurate documentation of the position taken on a return and by providing authoritative support for it. This documentation not only impacts the preparer, but is required by the IRS to complete a proper audit of the return.

Topics Discussed

  • Source of data for tax adjustments from books
  • Authority documentation
  • Case studies - good and bad workpapers

Learning Objectives
When you complete this course you will be able to:

  • Learn to interpret document tax return information and correctly organize workpapers.
  • Know which workpapers are appropriate for specific tax situations.
  • Understand how to prepare an Accrual to Cash Conversion Workpaper.
  • Execute efficient and meaningful research within tax online services.

Prerequisites: None

Advance Preparation: None

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NASBA Field of Study: Taxes
Level: Basic
Recommended CPE Credit: 2
Working Paper Documentation - Tax Staff Essentials, Level 1 - New Staff
CPE On-Demand , 2015
Product# 157601
Availability: Online Access 1 Year
For registered users only
AICPA Member:$69.00
Your Price:$89.00
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