Frequently Asked Questions: Year Ends
Most frequent questions and answers
You will receive a request list in your email 15 days after your year end. For example, if your year end is November 30th, then you should receive the request list on December 15th. The list will contain information that we will require from you to complete your year end.
If you don’t receive a request list from us 20 days after your year end, please contact us immediately.
In the email, you will see a preview of the request list. Scroll down to the bottom of the email and click on “View and manage your checklist.” to see task descriptions.
If it is your first time accessing your list, you will be prompted to create a PIN. Please remember this PIN as you will need to enter it again to access any request lists sent by us.
You will always need to enter your PIN each time you access your request list. In the case, you forget your password, click on “Forgot your PIN?” and it will password reset instructions to your email.
Once you access your request list, you will have the ability to comment or upload files to each task, Beside the task, you will also notice when it is due as per the screenshot below.
Click on the “upload files” button, and navigate to the file you want to upload. Once you have uploaded your files, click “post”. Please be aware that there is 50MB limit for each file you upload.
If your file is larger than 50MB, then visit this link here for instructions on how to zip a file.
Navigate to the folder with items you want to upload. Then, hold down “ctrl” on your keyboard, and select the files you want to upload. Once you have selected the files, (they will be highlighted) click “open” and the files will begin uploading.
When they have finished uploading, click on “post”. Once posted, make comments as necessary, verify that all the requested items for that task has been uploaded and mark that task as complete. This will notify us that you have completed the task.
If you notice that you don’t have all items of the task available to you, then please comment on the task to let us know.
Please do not check off the task until you have double checked that all items are complete. For example, if there are missing bank statements that you plan to upload, then do not check off the task.
If we require log in credentials for your backup bookkeeping software, then please make sure to provide us with the credentials even if you have already sent it to us for your previous year end.
If you’re planning on sending your year end information courier or in-person, then please make sure to comment on the task to let us know when we can expect to receive it.
Once you have completed and/or commented on all the tasks in the request list, a member of our team will perform an initial completeness review within 3 business days. Provided that the information received is complete, your file will then undergo bookkeeping and compilation processes.
If at any point in the above processes we discover missing information or require your assistance, we will reach out to you as soon as possible.
Please contact us so that we can direct your question to the appropriate team.