Product Image

Working Paper Documentation - Tax Staff Essentials

Author/Moderator: Charles Borek, CPA, JD, MBA
Publisher: AICPA
Availability: Online Access
See Below To Add To Cart
View Online Catalog
Print This Page
Available Formats:  On-Demand | See All

Save when you buy the complete Tax Staff Essentials, Level 1 online bundle.

Workpapers support the creation of a tax return. Practitioners 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. This CPE course will help you appropriately and adequately prepare, organize and understand workpapers.

Key Topics

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

Learning Objectives
This course will prepare you to:

  • Learn to interpret document tax return information and correctly organize working papers
  • Know which working papers 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

Who Will Benefit?
CPAs, particularly new tax staff.

Prerequisites: None

Advance Preparation: None

Tax Section Members Receive Additional Savings! 

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Find out more information on the Tax Section.

NASBA Field of Study: Taxes
Level: Basic
Recommended CPE Credit: 3
Working Paper Documentation - Tax Staff Essentials
CPE On-Demand , 2016
Product# 157602
Availability: Online Access 1 Year
For registered users only
AICPA Member:$69.00
Your Price:$89.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.