Template
CPA handoff checklist for cleaner tax-season conversations
Use this checklist to make the handoff to your CPA or tax preparer more organized and less dependent on scattered follow-up.
Good Fit
- You already have a CPA or tax preparer.
- You need to package records more clearly.
- You want unresolved questions surfaced before deadline pressure.
Not A Fit Yet
- You want BookClose AI to file your taxes.
- You need tax advice from a checklist.
- You have not gathered statements or transaction detail.
Evidence
What BookClose AI needs to review this responsibly
Full-year P&L and transaction detail
Bank and card statements
Receipts and invoices for material expenses
Open questions and business-purpose notes
Examples
Common situations this page is built around
These examples are intentionally narrow. BookClose AI should qualify out workflows that need deeper accounting, tax, or audit work.
Separate unresolved questions from completed records.
Group receipts by vendor or category.
Flag owner purchases and mixed-use expenses clearly.
Human Review Boundary
AI-assisted does not mean black-box accounting
This checklist supports the handoff process. Your CPA or tax preparer remains responsible for tax advice and filing decisions.
FAQ
Questions people ask before using this workflow
Should I send my CPA raw bank statements only?
Usually no. Statements are useful, but organized reports, transaction detail, receipts, and clear open questions make review more efficient.
Does BookClose AI replace my accountant?
No. BookClose AI is designed to keep bookkeeping cleaner, surface focused follow-up questions, and prepare explainable reports. Tax, legal, audit, and complex accounting judgments still need a qualified human reviewer.
Do you move money from my bank account?
No. Bank connections are read-only through Stripe Financial Connections. BookClose AI receives transaction and balance data needed for bookkeeping workflows, but it cannot transfer or withdraw funds.
Related
Continue with adjacent bookkeeping questions
CPA Handoff Package
Prepare cleaner CPA handoff materials with reports, transaction detail, receipts, statements, and unresolved bookkeeping questions.
Tax-Ready Bookkeeping
Prepare cleaner, more explainable books for tax season with transaction review, evidence checks, and CPA handoff summaries.
Year-End Cleanup
Prepare year-end books with cleanup sequencing, missing receipt review, account reconciliation, and CPA handoff notes.
Want BookClose AI to look at your bookkeeping workflow?
Start with one messy month, one account, or one specific close blocker. That is usually enough to see whether the workflow fits.