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K-1 vs QuickBooks Income
Returns
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Carryforwards
TAX WORKPAPERS — ONE PACKAGE PER ENTITY
Everything a preparer needs for one entity's return: its K-1s and 1099s, the schedule that
ties their figures together, and its financials.
Where we keep the books, the financials are
QuickBooks' own reports — its sections, its account order, its totals, nothing re-mapped and
nothing stored.
Where somebody else keeps them, they are
whatever that bookkeeper reported, captured below.
Choose an entity to build its workpapers.
0 entities keep their books here and
8 keep them elsewhere — both are in the
Entity list above. A package is built per entity; there is no
all-entities workpaper.
Nothing is pulled from QuickBooks until you pick one that uses it.