Research and sources
Research the source. Bring it into the client work.
Memwa searches relevant IRS and public guidance, opens and cites the source, and connects it to the client facts in a planning memo, analysis, or workpaper.
Client evidence
Start with the file that proves the client fact.
Client files establish the facts: the amount, date, transaction, agreement term, or account activity behind the accounting question.
Public guidance
Open the authority and carry the citation into the work.
It researches relevant IRS and public guidance and keeps the authority, date, citation, and client facts beside the resulting memo or workpaper.
- Authority
- Name the IRS or public authority behind the guidance.
- Published or updated
- Show the date attached to the source used in the work.
- Citation
- Carry the relevant section, notice, ruling, form, or publication into the draft.
- Client facts
- Connect the guidance to the files, transactions, and account patterns that make it relevant.
- Open questions
- Keep missing client facts visible for follow-up.
Approved guidance stays scoped to the open client and can be cited into that client's research, memo, or workpaper.
Guidance to client work
Move from research question to client planning work.
The source is found and cited, the client facts are checked, and the relevant guidance goes into a planning memo, analysis, or workpaper.
01
Research question
Search relevant IRS and public guidance for the authority that addresses the accounting question.
02
Source citation
Open the source and carry its authority, citation, and published or updated date into the work.
03
Client facts
Read the client files and identify the transactions, facts, and account patterns relevant to the guidance.
04
Planning memo or workpaper
Bring the source and client facts into the planning memo, analysis, or workpaper the job requires.
05
Team review
Review the cited source, confirm the client facts, and decide what to revise, assign, or keep open.
Research in the workspace
Connect approved guidance to relevant account patterns.
The guidance is compared with client files and ledger activity, and the matching facts and source citation go into the planning memo or workpaper.
The team can open the source, inspect the client facts, and continue the analysis with every open question still visible.
Review trail
Follow the work from source check to team decision.
The result keeps sources, calculations, proposed changes, and unresolved items together. Proposed edits keep the current value, new value, source, and review choice together.