For bookkeepers and controllers
Reconcile the numbers and support the audit with cleaner backup
If you are comparing payroll reports to 941s, W-2s, 1099s, and ledger detail, Workers Comp Audit Prep gives you a structure that is easier to reuse year after year.
This is built for the people who have to explain the differences
Bookkeepers are often brought in once the audit gets technical: totals do not match, owner/officer treatment needs support, subcontractor payments need proof, and the auditor wants cleaner backup.
The workbook is designed to help you reconcile those records and show your work clearly.
Where bookkeepers get pulled into the process
- Payroll reports and 941 totals do not line up neatly with the policy period
- 1099 labor and subcontractor payments need sorting and support
- Ledger exports surface payments the auditor may ask about
- Owner/officer compensation needs separate tracking
- There is no standard worksheet or packet structure across clients
What makes this useful to bookkeepers
Dedicated payroll reconciliation tabs
Crosswalk payroll reports against 941s, W-2s, 1099s, and supporting notes.
Separate owner/officer worksheet
Track payroll support that often needs explanation outside the main summary view.
Subcontractor payments + COI tracking
Tie vendor payments to proof instead of treating subcontractor support as a side spreadsheet.
Packet index and review tools
Map support files back to the workbook and log clarifications when the final audit arrives.
For repeat work, the app adds speed
Audit Packet Builder adds intake, uploads, prefill, missing-item flags, and export. It does not replace the workbook. It helps you get to a usable workbook faster.
Use the kit when you need structure now
The workbook-led kit is the right first step for reconciliation, support files, and packet organization.
Use the app when you want repeat speed
Packet Builder is the annual layer for uploads, prefill, missing-item flags, and export.
Frequently asked questions
Yes. The workflow is especially useful when you need a repeatable process across similar client types.
Not in the first version. The app starts with uploads and prefill rather than direct integrations.
No. It helps document duties and organize backup. It does not provide binding class-code guidance.
Use the reconciliation workflow you can reuse next year
Start with the Construction Kit for the workbook-led process, then add Packet Builder if you want the annual upload-and-prefill layer.