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Practice Work papers Series Section K:CHECKLISTS INCOME TAXK5: Trust Checklist How to use this document: This checklist is designed to assist in the determination and assessment of tax related issues
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Practice workpapers series are a set of documents used to record the work performed in a professional practice.
Professional practitioners and organizations are required to file practice workpapers series.
Practice workpapers series are filled out by documenting the steps, procedures, findings, and conclusions of the work performed.
The purpose of practice workpapers series is to provide a clear record of the work performed and support the conclusions reached.
Practice workpapers series must include details of the work performed, procedures followed, findings, and conclusions.
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