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Working Paper Documentation

Firm Practice Management

Webcast

Working Paper Documentation

Learn to efficiently understand, prepare and organize workpapers.

$99 - $119

Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

Dec 28, 2021

NASBA Field of Study

Taxes

Level

Basic

CPE Credits

Author(s)

J. William Harden

Availability

3 months

Product Number

VTSEWPD21110

Part of Webcast Pass

Business & partner

Product Details

Workpapers are necessary to support the entries on the books and in the tax return

The Internal Revenue Code requires every taxpayer to keep records and statements necessary for the proper administration of the tax laws. The accounting records of a taxpayer must include the regular books of account, as well as any working papers that may be necessary to support the entries on the books of account and in the tax return.

However, nothing in federal tax law prescribes a specific format for tax return working papers.

Updated for the Tax Cuts and Jobs Act (TCJA), this webcast will help you understand, prepare and organize workpapers.

Who Will Benefit

Accountants, finance professionals, CPAs, new tax staff

Key Topics

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

Learning Outcomes

Recall how to interpret and document tax return information and correctly organize working papers
Identify which working papers are appropriate for specific tax situations
Recall how to prepare an Accrual to Cash Conversion Workpaper
Identify the crucial elements that should be contained in tax working papers
Recognize how to construct appropriate working papers for various types of tax items
Recall how to document tax adjustments with reference to the proper authority

Credit Info

CPE Credits

NASBA Field of Study

Taxes

Level

Basic

Prerequisites

None

Access

This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.

Duration

2 hrs

Pricing

Do you have an AICPA membership? Log in to apply your member discount.

Nonmembers

$119.00

AICPA Members

$99.00

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

Speakers

J. William Harden

Ph.D., CPA, ChFC

University of NC Greensboro / Greensboro, NC Bill is an Associate Professor in the Bryan School of Business and Economics at UNC Greensboro where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, IRS practices and ethics. Bill has over twenty years of experience in taxation. He began his public accounting career in 1990 in the Dallas office of one of the Big Six accounting firms. In addition to his university teaching, Bill consults on tax and financial planning issues and maintains a sole practice in North Carolina, focusing on taxation and financial consulting for small businesses and individuals. Bill has testified before the House Ways and Means Oversight Sub-Committee on internet taxation issues. He was the recipient of a Lybrand Certificate of Merit in 2002. Bill has been involved in CPE instruction for over a decade. He was the author of the AICPA’s tax update courses from 2007 through 2012 and received AICPA instructor awards in 2011, 2012 and 2013. Bill also received NCACPA outstanding instructor awards in 2009, 2010 and 2011. Bill has authored over 30 publications in tax accounting and financial planning journals, including the Journal of Financial Service Professionals, Strategic Finance, National Tax Journal, Journal of Business Finance and Accounting, Tax Notes, Tax Advisor, Journal of the American Society of CLU and ChFC. Mr. Harden is currently a member of the American Accounting Association, the American Taxation Association, the National Tax Association, the AICPA, and the North Carolina Association of CPAs. He is a past board member of the Piedmont Chapter of the NCACPA.

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 product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional 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.

Cancellation Policy

View our Cancellation policy here

Working Paper Documentation

Dec 28, 2021

Select from the following options:

Dec 28, 2021

7pm – 9pm GMT

Nonmember Price

$119.00

Price excluding sales tax

$119.00

Do you have an AICPA membership?
Log in to apply your member discount.

Shipping cost and sales tax will be added later during checkout

Working Paper Documentation

Workpapers are necessary to support the entries on the books and in the tax return

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