Guide · Practices

Before the tax-season handoff

Get the paperwork ready for a useful conversation with your advisor.

Tick items as you work. Your selections stay on this page until you leave or refresh.

Confirm the scopeAgree the period, entities, records and deadlines with your advisor. Requirements depend on your circumstances and jurisdiction.Connect the places documents arriveInclude relevant purchase inboxes, photo sources and files. Check the people and accounts responsible for each source.Review the exceptionsIdentify missing evidence, uncertain categories and transactions that still need an explanation.Record the business contextKeep the purpose, participants or project with a transaction when that information is relevant.Make a clear handoffProvide the agreed exports, supporting documents and a short list of unresolved questions. Let your advisor decide tax treatment.

This is a recordkeeping checklist. Tax treatment, filing requirements and deadlines should be confirmed with your advisor.

Discovery across your sources. Records ready for your process.

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