Working Paper Documentation - Tax Staff Essentials
Learn to prepare and organize working papers.
Format
Online
NASBA Field of Study
Taxes
Level
Basic
CPE Credits
1
Author(s)
Charles A. Borek
Availability
1 year
Product Number
TSEWPD21SSO
Save when you buy the complete Tax Staff Essentials, Level 1 online bundle.
Get your working papers in order
Learn how to appropriately prepare, organize, and understand working papers.
Understand how working papers support the creation of a tax return, and that the documentation affects the preparer and is required by the IRS to complete a proper audit of the return.
Be prepared to develop working papers and organize your product. This course provides CPE credit in the Taxation field of study.
Who Will Benefit
- CPAs, particularly new tax staff
Key Topics
- Source of data for tax adjustments from books
- Authority documentation
- Case studies — good and bad working papers
Learning Outcomes
- Recall how to organize working papers correctly.
- Identify which working papers are appropriate for specific tax situations.
- Recognize how to document tax return information.
- Recognize the differences between the cash and accrual methods in financial statements.
- Identify the types of businesses that can use the cash method of accounting for tax purposes.
- Identify which working paper documents should be turned over to the IRS, if requested.
Group ordering for your team
2 to 5 registrants
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