Discussion:Work Papers
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Discussion Forum Index --> Basic Tax Questions --> Work Papers
Discussion Forum Index --> Tax Questions --> Work Papers
| 25 November 2007 | |
| I am not sure what Work Papers are. I keep some notes on some of my clients inside my program under notes. Would sure appreciate some input. | |
TheTinCook (talk|edits) said: | 25 November 2007 |
| Work papers would be things like trial balances you make, depreciation schedules, the F/S, client interview notes, written advice to the client, stuff like that. | |
Bottom Line (talk|edits) said: | 25 November 2007 |
| Agreed. Also includes Journal Entries (be sure to have a memo explaining what you did). Very important to keep your notes. They can remind you of why you did certain things and can help when a CPA asks why you did something. My client interview notes from 2001 are helping a client defend himself against a greedy ex-wife. (Client and his attorney are positively giddy that I still have my handwritten notes.) | |
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