Working Paper Documentation

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3.0 Credits

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.


  • 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.

Major Topics

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

Designed For

CPAs, particularly new tax staff.
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