About this template
Work type: Accounting
Location: Canada
Client industry: Generic
Version: 1 (Latest)
This template includes
- 16 tasks
Internal Compilation
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| Team Tasks | ||
|---|---|---|
| 1. All statements + Assets invoices scanned |
Preparer
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| 2. All HSTs filed for period |
Preparer
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| 3. Asset and loan continuity schedules are updated in file |
Preparer
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| 4. Finalize trial balance |
Preparer
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| 5. Update financial cents for client notes and information |
Preparer
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| 6. Draft compilation financial statements and T2 |
Preparer
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| 7. Partner approved drafts |
Reviewer
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| 8. Prepare T5s if any and update internal excel tracker |
Preparer
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| 9. PDF copy of T2 on drive |
Reviewer
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| 10. Final trial balance in excel format in support |
Reviewer
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| 11. Password close year end in Quickbooks |
Preparer
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| 12. Prepare final package |
Reviewer
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| 13. Final partner approval/release |
Reviewer
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| 14. Collect signatures on T183, Engagement letter and other letters |
Reviewer
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| 15. Efiled corporate tax |
Reviewer
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| 16. Invoice sent |
Reviewer
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