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Solo practitioners / 1040 Workpapers
Cranston builds source-linked workpapers
Every figure in the workpaper links back to the page it came from, with last year alongside for comparison. You open a return that is ready for review.
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Every number tied to its source page
Year-over-year comparison built in
Review starts immediately
From client package to workpaper
The assembly you used to do by hand.
Documents get read
W-2s, 1099s, K-1s, brokerage statements. Every page is identified and extracted.
Figures get placed and linked
Each amount is mapped to its form and line, and keeps a live link to the exact source page behind it.
Last year sits alongside
Prior-year amounts appear next to this year’s. A mortgage statement from the wrong year stands out immediately.
Open items appear first
Anything unverifiable or missing is listed as a finding: the four or five things that actually need your judgment.
Workpaper questions
Click any figure in the workpaper and the exact document page it came from opens next to it. Verifying a number is one click.
