Working Paper Documentation

Workpapers support the creation of a tax return. Firms 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. TOPICS DISCUSSED  Source of data for tax adjustments from books  Authority documentation  Case studies - good and bad workpapers


LEARNING OBJECTIVES When you complete this course you will be able to:
  • 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

Additional Information

Designed For

Staff accountants who create workpapers


American Institute of CPAs

Field of Study


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Level of Knowledge


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