Turn client documents into source-linked workpapers, see what’s missing, and compare the prepared return before you sign.
An estimated balance due of $955, against a $3,534 refund last year.
| 2025 estimate | 2024 as filed | |
|---|---|---|
| Total income | 184,210 | 171,880 |
| Total tax | 27,415 | 24,066 |
| Payments | 26,460 | 27,600 |
| Refund / (owed) | (955) | 3,534 |
Your client wants to know what they owe. Your preparer is waiting on documents. Your reviewer needs to see where a number came from. Lunar Papers helps you get ahead of all three.
A provisional estimate of the refund or balance due from the documents received, with open questions identified. Talk about the numbers, payments and extensions before the deadline becomes the conversation.
Documents organized, expected forms that haven't arrived identified, follow-up questions drafted for your client. As new information arrives, update the engagement. No starting over.
Upload the prepared return. It's compared against the workpapers line by line, and possible differences are flagged for your firm to evaluate.
One connected workflow. Every step informed by the last.
Send the documents exactly as your client provided them, plus last year's return.
An organized file, calculated workpapers, an early estimate and a list of open items.
Resolve the open questions and prepare the return in your existing tax software.
Check the prepared return against the workpapers and evaluate any flagged differences.
Each finding shows the workpaper amount, the return amount, and where to look in your tax software, so your preparer knows where to investigate.
Your team makes every tax determination. Lunar Papers helps show you where to look.
| Workpapers (broker statement) | 48,210 |
| Prepared return, Form 8949 Box A | 42,810 |
| Difference | 5,400 |
Where to look: the Form 8949 / Schedule D entry for Sample Brokerage in your tax software, cost basis field.
Illustrative example with a fictional client, not a result from a client return.
Live Excel formulas. Prior-year comparisons. Carryforward schedules. Source references. Tie-out checks.
The workpapers are the foundation beneath the estimate, the preparation and the final comparison.
Explore the sample workbookInside the workbook
The sample is a fictional taxpayer.
| Payer | Form and box | 2025 | 2024 (PY-Proof) |
|---|---|---|---|
| First Sample Bank | 1099-INT box 1 | 1,388.42 | 1,240 |
| Sample Brokerage | 1099-DIV box 1a | 0 PBC | 2,100 |
| Line 2b taxable interest | =ROUND(C4,0) | 1,388 | 1,240 |
| Line 3b ordinary dividends | =ROUND(C5,0) | 0 | 2,100 |
Your assistant uploads the client's documents. You get one PDF to print: a cover sheet with the questionnaire answers, the expected result before adjustments, an index, and every document behind numbered dividers.
Every page is stamped and indexed, so the stack on your desk is already in order. Add the full workbook behind it if you want it.
Encrypted in transit and at rest, in a separate store for each firm. Multi-factor sign-in for everyone.
Source documents are removed after delivery on the retention window you set. The workbook and audit trail stay.
AI processing runs on U.S. infrastructure under terms that exclude training on your data.
Lunar Papers holds itself to §7216. Get your client's consent before a return comparison; the form is built in.
Works alongside your existing tax software without replacing your preparation process. No annual commitment. No seat minimums. Pay by engagement.
| Tier | What fits | Workbook | Return comparison |
|---|---|---|---|
| Standard | Up to 15 documents, 3 K-1s and 2 brokerage statements | $79 | $29, then $15 |
| Complex | Up to 30 documents, 10 K-1s and 5 brokerage statements | $149 | $29, then $15 |
| Advanced | More than 30 documents, 10 K-1s or 5 brokerage statements | $249 | $29, then $15 |
Your first Standard workbook, with its first return comparison. Sign up with your firm's email. No card required.
A Standard 1040 workbook plus one comparison: $108 ($79 + $29). Compare it again after fixes for $15. Document organization, open-item reprocessing and client requests are included.
You see the tier and approve it before the workbook is built. The tier follows the whole engagement — documents you add later are counted too, so a part upload now and the rest later doesn't hold the cheaper tier; if it grows, you see the difference and approve it before anything runs. No annual commitment, no seat minimums. Try the time saved calculator or the free document checklist.
Lunar Papers, LLC is a software company. It is not a certified public accounting firm and does not provide accounting, tax preparation, or tax advisory services.
"I built Lunar Papers inside my own practice so every return would have a second set of eyes on it before I signed."
Tax season will always have deadlines. It doesn't have to leave you guessing what's missing, where the numbers stand, or which differences deserve another look. Busy season, at regular hours.
Lunar Papers, LLC is a software company. It is not a certified public accounting firm and does not provide accounting, tax preparation, or tax advisory services. All estimates are provisional and based on the documents provided. Possible return differences require evaluation by the tax firm.
