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Working Paper Documentation - Tax Staff Essentials
CPE Self-study

Working Paper Documentation - Tax Staff Essentials

Learn to appropriately and adequately prepare, organize and understand workpapers.

$49 - $69
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Taxes

Level

Basic

CPE Credits

2.5

Author(s)

Charles A. Borek

Availability

1 year

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.
Key Topics
  • Source of data for tax adjustments from books
  • Authority documentation
  • Case studies – good and bad workpapers
Product Details

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

Workpapers support the creation of a tax return. This documentation not only impacts the preparer but is required by the IRS to complete a proper audit of the 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 CPE course will help you appropriately and adequately prepare, organize and understand workpapers.

Who Will Benefit
  • CPAs, particularly new tax staff
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$69.00
AICPA Members
Online
$59.00
Tax Section Members
Online
$49.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
2.5
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Charles A. Borek
CPA, JD, MBA
Chuck Borek is a CPA and attorney with over 20 years of professional experience dealing with both business and nonprofit clients and has served in the capacity of officer and board member for several entities. He is also an award-winning speaker on a variety of accounting topics, having conducted over 300 live and web-based presentations across the country. After serving for several years as a partner in a regional CPA firm in the Washington, DC area, Chuck founded The Borek Group, LLC, which develops professional education materials for both CPAs and lawyers. He concurrently acts as a consultant to the Columbia, Maryland firm of Davis, Agnor, Rapaport & Skalny, LLC. In addition to his professional experience, Chuck has taught graduate students at American University and at the University of Baltimore and undergraduate students at Prince George's Community College in Maryland, where he held the position of Associate Professor of Accounting from 1998 to 2003. He is also a former Commissioner on the Howard County (Maryland) Pension Oversight Commission. Chuck has authored multiple books, articles, and professional publications for many organizations, including AICPA and BNA. He is currently working on several projects for a variety of publishers.
Accessibility

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Working Paper Documentation - Tax Staff Essentials
Select from the following options:
Online
$69.00
Nonmember Price
$69.00
Price excluding sales tax
$69.00
Do you have an AICPA membership? 
Log in to apply your member discount.
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