The 6 Fundamentals of Paperless Tax Workpapers

How to Increase leverage & Profitability by Improving Reviewer Efficiency in a Paperless Tax Workflow

Recently, we polled a group of tax professionals and 78% said that their 1040 review process was inefficient. Why? Because in today’s “paperless” world, most preparers lack the tools to prepare well documented workpapers so review efficiency suffers. In the paper-based world, tax professionals were taught to use standard workpaper documentation techniques like standardized indexes, tickmarks, annotations, cross referencing, etc. Those techniques minimized review time and maximized leverage but they have largely been lost in the move to “paperless”. By using software tailor-made for the efficient preparation and review of workpapers, firms can not only regain the leverage of their paper-based processes, but surpass it.

In this whitepaper, you will learn about:

  • The Fundamentals of how preparers can save reviewers’ time in a paper-based and a digital process.
  • Organizing workpapers using a standardized index
  • Documenting work with standard tickmarks and annotations
  • Cross-reference
  • Signing-off workpapers
  • Managing open items and review notes
  • Creating leadsheets/reconciliation workpapers

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SurePrep's 1040 tax automation solutions are integrated with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.


TaxCaddy - mobile 1040 tax return software for CPA firms

Eliminate the paper organizer with TaxCaddy.


1040SCAN - Automate workpaper preparation and eliminate data entry

Automate preparation with 1040SCAN.


SPbinder as part of the 1040 SurePrep Tax Process

Streamline review with SPbinder.

Streamline your tax return preparation process and improve client service