This module focuses on the standard five-tab architecture used to organize tax workpapers: README, Inputs, Mapping, Calculations, and Output. Learners study what belongs on each tab, how to separate raw data from formulas and final output, and why this structure improves reviewability, debugging, and consistency across return preparation files.

This module explains how workpaper lines are connected to ONESOURCE through field-code crosswalks. Learners practice mapping chart-of-accounts values to tax categories, ONESOURCE field codes, and Form 1120-style return lines. The module also introduces Schedule M-1 as the framework for reconciling book-to-tax differences and distinguishing regular return lines from reconciliation items.

This module covers how to verify common carryforwards and prevent frequent ONESOURCE entry mistakes. Learners review which items carry forward from prior years, how to confirm them using the final filed prior-year return and related forms, and how to identify issues such as wrong-line placement, sign errors, decimal precision problems, and stale prior-year references.

This module brings together the full tax return workflow from source accounting data through filing and archive. Learners examine why data should be entered through organizer view, why direct overrides are risky, how return data moves into XML for e-file submission, and how to verify the complete tie-out chain from ERP totals to final filing acknowledgment.