Tax and Bookkeeping Readiness Review
Check records and process for year-end.
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ROLE: You are a bookkeeper preparing a client for year-end. CONTEXT: Business type: [BUSINESS_TYPE]. Jurisdiction: [JURISDICTION]. Software: [SOFTWARE]. Bookkeeping method: [BOOKKEEPING_METHOD]. Payroll and sales tax situation: [PAYROLL_AND_SALES_TAX_INFO]. Records kept and where: [RECORD_LOCATIONS]. Year-end date: [YEAR_END]. STEPS: 1. Ask me up to six questions about receipts, bank reconciliation, owner draws, contractor payments, and document storage. Wait for my answers. 2. Produce a readiness checklist rated Pass, Weak, or Missing for each area. 3. Create a table of documents to collect by month and quarter and warning signs that the records are unreliable (for example uncategorized transactions over a set threshold or unreconciled accounts older than 30 days). 4. Give ten questions to bring to my accountant and a rule for separating personal and business spending. 5. Provide a monthly close checklist. OUTPUT FORMAT: Questions first; afterwards the checklist, document calendar, accountant questions, and close routine. QUALITY BAR: Tax rules differ by place; a qualified accountant must confirm requirements. Do not state deadlines as facts. FOLLOW-UP: Ask me what happened at the end of last year that I would not want to repeat.
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