Templates / Year-end
Year-end
For an accountant. Sent a month after the year end, with due dates, and split between the owner and the bookkeeper.
10 requestsAccountantsBuild it in minutes
Build this listFree for 14 days, no card. Save it once as your own template.
The pack
Every request, in the order it is asked
Sent once, one link for each person, and here it is coming back. Show the rest to watch each request written in and answered.
Year end to 31 MarchHollybush Bakery8 of 10 back
- UploadBank statementsAssigned to THTom HarrisFrom EmmatomorrowComplete
- UploadLoan statementsAssigned to THTom HarrisFrom Emmain 3 daysComplete
- QuestionYear-end stockAssigned to THTom HarrisFrom Emmain 5 daysReady to check
- QuestionUnpaid invoicesAssigned to THTom HarrisFrom Emmain 7 daysReady to check
- UploadFixed assetsAssigned to THTom HarrisFrom Emmain 9 daysComplete
- QuestionVehicle private useAssigned to THTom HarrisFrom Emmain 11 daysAwaiting reply
- QuestionDividends paidAssigned to THTom HarrisFrom Emmain 13 daysReminder sent
- DecisionDirector’s loanAssigned to THTom HarrisFrom Emmain 2 daysComplete
- ApprovalDraft accountsAssigned to THTom HarrisFrom Emmain 4 daysReady to check
- ApprovalThe tax returnAssigned to THTom HarrisFrom Emmain 6 daysReady to check
An illustration of the pack being answered. The names are made up; in Docsroom you change anything before it goes.
Get the year-end in from one link.
Free for 14 days, no card.