Walk the six preparation checks and download a draft ZIP. Navigation does not resolve a flagged item. Production exports include ledger/category workpapers, receipts and index, mileage, payment history, outstanding reviews and calculation coverage. The lesson downloads a clearly labeled local sample; no return is filed and no data is sent to a preparer. Reconcile complete bank/card records and review the package before filing.
- Check classification, accounting basis and profile assumptions.
- Review source books and unresolved records.
- Review deduction evidence and remaining opportunities.
- Compare payment history and withholding assumptions.
- Review accounting sources; QuickBooks setup remains Coming Soon.
- Review unresolved items before exporting a draft.
- Download the sample workpaper ZIP; no return is filed.