Lunar Papers Reviews & Product Details

Lunar Papers builds tax workpapers for small CPA firms. Upload last year's return and everything the client sent; every document is identified, renamed and filed, the prior year is proven line by line, carryforwards are rolled, and you get one reviewer-ready Excel workbook for Form 1040, 1120-S, 1065 or 1120, with the expected refund or balance due before anyone opens the tax software. When the return is keyed, upload it as a PDF: every line is tied to the workpapers and every difference comes with the fix written for your tax software (CCH Axcess, Lacerte, ProConnect, UltraTax CS, Drake and more). Built by a CPA who signs every return his firm files. Per-workbook pricing, no subscription; first three workbooks free.