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Electronic Workpapers - Going paperless - ECSD 7.10.18 Meeting
EL CAJON, CA 92021
Tuesday, July 10, 2018, 4:30 PM - 5:30 PM PST
Category: Chapter Meetings

CSTC San Diego-East County Chapter
Electronic Workpapers - Going paperless


July 10, 2018
Topic: Electronic Workpapers - Going paperless
Knowledge Level: Basic/Intermediate
4:30 p.m. to 5:30 p.m.


Pacific Southwest Board of Realtors
1150 Broadway
El Cajon, CA 92021


Topic: Electronic Workpapers - Going paperless

Description and Learning Objectives: The objective of this discussion is to educate tax practitioners in keeping well organized and detailed workpapers in electronic format. Learning Objectives
•What are workpapers?
•Workpapers as quality control
•How to use adobe pdf to organize and retain client accounting and tax information
•How to organize your workpapers
•Using an office wide naming system for workpapers
•Reviewing a tax return using the electronic workpapers 


Jeffrey L. Halbert, EA

Jeff began his career as a Tax Professional in 2004 in Orange County, CA. His first 5 years he spent as a freelance bookkeeper and tax preparer working on a per-diem basis preparing tax returns for CPA firms. He spent the next 8 years working in CPA and EA firms as a Staff Accountant and worked his way up to Tax Manager before starting his own practice in Escondido in June 2017. He has been very fortunate to work under some amazing Tax Professionals and is grateful for the mentorship he received during those years. He is an Enrolled Agent and a member of NAEA, CSEA, and CSTC. He has been married for 9 years to his wife Maria and they have a 7 old son Howard. Jeff moved to San Diego in October 2017. He enjoys surfing, fishing, and mountain biking in his free time.


$5 Members
$5 Non-Members


No Pre-Registration, Seats are limited, first come first serve.


1 Federal Update Hour
IRS: 18QC1-U-01003-18-I
CTEC: 1000-CE-4379

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.