Workpapers support the creation of a tax return. Practitioners 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. This CPE course will help you appropriately and adequately prepare, organize and understand workpapers.
Learning Objectives
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.
Key Topics
Source of data for tax adjustments from books
Authority documentation
Case studies - good and bad workpapers
Who will it benefit?
CPAs, particularly new tax staff.
$ 89.00
AICPA Member Price: $ 69.00
Course is unavailable for purchase.
NASBA Field of Study
Taxes
Level
Basic
CPE Credits
3.0
Prerequisites
None
Delivery Method
QAS Self-Study
Advance Preparation
None
Last Updated
06/02/2025
TSEWPD_16A_2
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