One more look before the return goes out. Print the prepared return to PDF and upload it. Every line is compared with the workpapers, and each possible difference comes back as a finding with guidance on where to look in your software's own screens and fields. Your firm evaluates every finding and makes every call on the return.
A sale keyed with a basis that doesn't match the broker statement. A suspended loss or carryforward from the prior year that never reached the current return. Section 199A or other K-1 statement detail missing from the return. These are the kinds of differences the comparison is built to flag; your preparer evaluates each one.
Findings don't stop at what may be off. Each one points to where the entry lives in your tax software: the screen, the field, what to check. Have a question about a fix? Ask it on the engagement and paste a screenshot of the screen you're on.
Every finding gets a disposition, fixed, passed with a reason, or sent to the client, and the passed items stay on record in the workpapers. Fix the return, upload it again, and the re-comparison is priced lower so you clear everything in one pass.
The comparison ties the return to a Lunar Papers workbook, so each engagement starts with the workbook. That's what lets it compare the return with the source documents, not just with itself.
Return comparisons are priced per comparison, with a lower price for each re-comparison of the same engagement. The first comparison is included with each free workbook. Current prices are on the pricing section of the homepage.
You do. Lunar Papers is a preparer's tool: it builds the support and flags differences, and the licensed preparer evaluates every finding, makes every call and signs.
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