1040 Workpapers Guide
How to fill out 1040 workpapers from Excel
Tax teams often keep 1040 workpapers in Excel. FormWizard.ai lets you use that spreadsheet as context to fill PDF workpapers quickly, consistently, and with fewer manual errors.
What you need
- Your 1040 workpapers PDF template.
- An Excel workbook or CSV with income, deductions, and adjustments.
- Optional source documents like W-2s, 1099s, or prior-year returns.
Steps to fill 1040 workpapers with Excel
- Upload the 1040 workpapers PDF to FormWizard.ai.
- Upload your Excel spreadsheet as context (or CSV export).
- Describe the tax year and how the spreadsheet columns map to the workpaper lines.
- Review the completed workpapers and export the PDF.
Recommended spreadsheet layout
- Use clear headers such as “W-2 wages”, “interest income”, and “itemized deductions”.
- Keep totals in a single summary tab for each taxpayer.
- Include the taxpayer name and tax year in the sheet or attach a cover document.
Fill 1040 workpapers using Excel context
Upload your 1040 workpapers PDF and spreadsheet to complete tax workpapers in minutes.
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