Upload a prepared return, and last year's if you have it. Get back what to fix, what to check, the totals that don't tie, the year-over-year swings and the carryforwards, in a few minutes.
$19 a return. Your card is charged only when the report is delivered. No account, no subscription. Have the client's documents too? The workbook checks the return against them; the first one is free.
Lunar Papers files what the client sends into your folders, gives a provisional estimate before the return is entered, builds a source-linked Excel workbook, lists the open items, and drafts the request for what's missing. When the return is prepared, it compares it line by line with the workpapers.
From $79 per 1040 and $99 per business return. No subscription, no seat minimum. Your first Standard workbook is free.
The Summary tab of the sample workbook. Fictional taxpayer; every figure links to the schedule behind it.
