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Working Paper Documentation - Tax Staff Essentials

Available Until

**OnDemand**

1.0 Credits

Member Price $60.00

Non-Member Price $70.00

Overview

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.

Highlights

Key Topics

  • Source of data for tax adjustments from books
  • Authority documentation
  • Case studies - good and bad working papers

Prerequisites

None

Designed For

Who Will Benefit

  • CPAs, particularly new tax staff

Objectives

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.

Non-Member Price $70.00

Member Price $60.00