T2 File Review before Client Meeting 

#Work StepsRef./Forms Used
1AM reviews data entry file to ensure that the bookkeeping numbers are correct and complete.Caseware
2Am reviews and checks accuracy of investment schedule, T2 and working papers prepared by SA/ATCaseware
3AM reviews draft financial statements and trial balanceCaseware
4AM review last years file and compare to current yearCaseware
5Accounting Fees accrual updated, if necessaryCaseware
6Review and update client notes in issuesCaseware
7AM reviews any queries or errors with SA/AT and record under issuesCaseware
8AM creates tasks for SA/AT for any corrections or issues and Error Report UpdatedCRM/Infusionsoft
9SA/AT to make corrections if required and mark off issues as completedCaseware
10SA/AT to update T2 information entered from draft Financial StatementsCaseware
Update T2 WIP and CPACRM/Infusionsoft
Stage 4
AM notifies Admin Assistant to create and upload draft benchmarking analysis to client’s CPA4IT reports under applicable tax yearBenchmarking Analysis Template
Email is sent to client to confirm draft financial statements are completed and arranges for a suitable time for client to meet with AMCRM/Infusionsoft

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