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*