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Standard workpaper template

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Engagement Business Tax Compliance ‐ Standard Index
8000 Tax Compliance
8100 Tax Return
*Copy of proceeding year return *
*Final Issued copy of current year return*
8200 Tax Workpapers
8200 Tax Grouping Report
8210 Tax Journal Entries
8230 Book to Tax Reconciliation
8240 Schedule M Support
8250 Other Trial Balance Support
8260 Fixed Asset Support
8260 Federal Depreciation Report
8261 Pro Forma 4562
8262 Federal Gain/Loss Report
8263 Pro Forma 4797
8264 AMT Depreciation
8265 AMT Gain/Loss Report
8270 Ownership Support
8270 Equity Roll‐Forward
8271 Contribution/Distribution Detail
8272 Liability Allocations
8273 Other Ownership Support 1
8274 Other Ownership Support 2
8275 Partner/Shareholder Detail
8280 Tax Credit Support
8300 State & Local
8300 Apportionment Summary
8301‐8309 Apportionment Support
8310 State Tax Payments
8320 State Depreciation Report
8325 State Depreciation Conformity Research
8350 Personal Property Tax
8400 International
*Any International Workpapers*
8500 Estimates and Year‐End Planning
*Any Estimate Workpapers*
8600 Extension Support
*Any Extension Workpapers*
8700 Correspondence
*Any government correspondence related to
current return*
*Any client correspondence that is not
considered a workpaper*
8800 Tax Research
* Research applicable to current year*
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