Upload last year's return and everything the client sent. Lunar Papers files every document, proves the prior year, estimates the refund or balance due, and hands back one Excel workbook your preparer keys from and your reviewer can follow.
Every figure on the workbook is either keyed from a source document, linked to another tab, or computed by a formula, and each kind has its own color. Check cells print their own verdict, ✓ TIES or ✗ CHECK, and the workbook isn't finished until every one ties and a recalculation shows zero errors.
It's an Excel workbook: open it, follow any number back to the page it came from, and keep it in your own file.
Most errors on a return are continuity errors. The engine reproduces the filed prior-year return line by line before it touches the current year, then rolls the carryforwards: passive losses by activity, capital loss, NOL, QBI, charitable, basis per entity. A carryforward that doesn't land becomes an Open Item.
Anything missing or unexplained becomes an Open Item, ordered by dollars and naming the form, the line and who has the answer. The document request to the client is drafted for you. Work each item in the app, pass it, answer it or send it to the client, and reprocess until only the client's answers remain.
When the return is prepared, print it to PDF and upload it. It's compared with the workpapers line by line, and each possible difference comes with guidance on where to look in your tax software.
Form 1040, and business returns on Form 1120-S, 1065 and 1120.
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. Your first workbook is free when you sign up with your firm's email.
No. You still prepare the return in your own software. Lunar Papers builds the workpapers you prepare from and compares the return you prepare with them.
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