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Workpaper Documentation - Tax Staff Essentials, Level 1 - New Staff

Author/Moderator: Chuck Borek, CPA
Publisher: AICPA
Availability: Online Access
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AICPA's Tax Staff Essentials, Level 1 – New Staff

This comprehensive, integrated curriculum provides tax training for four different experience levels – New Staff (Level 1), Experienced Staff (Level 2); Tax Senior/Supervisor (Level 3); and Tax Manager/ Director (Level 4).

This course is part of Tax Staff Training, Level 1 – New Staff which will cover key areas to ensure your young tax force is well prepared to begin their careers and establish a strong set of core skills necessary for junior staff growth.

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 book/tax adjustments
  • 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 IRS Information Requests.
  • Understand how to prepare an Accrual to Cash Conversion workpaper.
  • Learn about Book/Tax Differences and Schedules M-1 and M-3.

Prerequisites: None

Advance Preparation: None

NASBA Field of Study: Taxes
Level: Basic
Recommended CPE Credit: 1
Workpaper Documentation - Tax Staff Essentials, Level 1 - New Staff
CPE On-Demand , 2014
Product# 157600
Availability: Online Access 1 Year
For registered users only
Regular:$29.00
AICPA Member:$29.00
Your Price:$29.00
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