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Working Paper Documentation - Tax Staff Essentials
Tax
CPE Self-study

Working Paper Documentation - Tax Staff Essentials

Learn to prepare and organize working papers.

$49 - $70
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Taxes

Level

Basic

CPE Credits

1

Author(s)

Charles A. Borek

Availability

1 year

Product Number

TSEWPD22SSO

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 Business & partner 
Product Details

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.
Credit Info
CPE Credits
Online
1
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$70.00
AICPA Members
Online
$60.00
Tax Section Members
Online
$49.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Instructors
Charles A. Borek
CPA, JD, MBA
Chuck Borek is a CPA and attorney with over 20 years of professional experience dealing with both business and nonprofit clients and has served in the capacity of officer and board member for several entities. He is also an award-winning speaker on a variety of accounting topics, having conducted over 300 live and web-based presentations across the country. After serving for several years as a partner in a regional CPA firm in the Washington, DC area, Chuck founded The Borek Group, LLC, which develops professional education materials for both CPAs and lawyers. He concurrently acts as a consultant to the Columbia, Maryland, firm of Davis, Agnor, Rapaport & Skalny, LLC. In addition to his professional experience, Chuck has taught graduate students at American University and at the University of Baltimore and undergraduate students at Prince George's Community College in Maryland, where he held the position of Associate Professor of Accounting from 1998 to 2003. He is also a former Commissioner on the Howard County (Maryland) Pension Oversight Commission. Chuck has authored multiple books, articles, and professional publications for many organizations, including AICPA and BNA. He is currently working on several projects for a variety of publishers.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Working Paper Documentation - Tax Staff Essentials
Select from the following options:
Online
$70.00
Nonmember Price
$70.00
Price excluding sales tax
$70.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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