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 brings the engagement together in one connected workflow, so you get ahead of all three.
Upload the prior-year return and the client's documents as they arrive. Lunar Papers computes a provisional estimate of the refund or balance due beside last year's, with the missing documents and open questions it finds listed. The conversation about payments, extensions and what's still outstanding can happen right away, not near the deadline.
Documents are identified, renamed and filed into your folder tree. Expected forms that haven't arrived are named. The client request is drafted. Each open item gets a disposition, and as new information comes in, the engagement is reprocessed and the workpapers rebuilt. No starting over.
Upload the prepared return as a PDF. It's compared against the workpapers line by line, and possible differences are flagged for your firm to evaluate, each with guidance on where to look in your tax software.
Underneath it all is one Excel workbook: live formulas, the prior year reproduced, carryforwards rolled, source references and tie-out checks. It's the foundation beneath the estimate, the preparation and the final comparison.
No. You prepare the return in your existing software. Lunar Papers works alongside it, before preparation and after.
No. Priced per engagement by the size of the return, from $79 per 1040 workbook and $99 per business-return workbook, with return comparisons priced separately. No annual commitment and no seat minimums. Your first workbook is free with your firm's email.
Your firm does. Estimates are provisional and based on the documents provided, and every possible difference is evaluated by your preparer. Lunar Papers, LLC is a software company, not a CPA firm.
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