Track every corporate year-end
Corporate deadlines are relative: the T2 is due six months after fiscal year-end, and the financial-statement work should start well before that. A book of corporations with staggered year-ends produces due dates in every month of the calendar. The January spreadsheet that tracks them is stale by March.
SpidNums tracks corporate year-ends from each client record's fiscal year-end date. Reminders raises year-end financial-statement work one month before each corporation's year-end, and corporate-tax services assigned on an annual cadence carry their own next-due dates. Because every date derives from the record, a staggered book of year-ends stays current without a rebuilt spreadsheet.
How firms run it, step by step
Record every corporation's fiscal year-end
The fiscal year-end field on the client record is the anchor everything else derives from — worth auditing across the book before trusting the feed.
Client CRM
Assign year-end and corporate-tax services
Attach year-end financial statements and corporate tax as annual services to each corporation, with per-client price overrides where engagements differ.
Services catalogue
Let the feed raise the work a month early
Reminders surfaces year-end financial-statement work one month before each fiscal year-end, so preparation starts on lead time rather than on panic.
Reminders
Work the grouped feed deliberately
Items sit under Overdue, Due soon and Upcoming, and each can be snoozed, marked done or dismissed — the feed reflects decisions, not just dates.
Reminders
Open the year-end project when work starts
When a corporation's year-end work begins, open its project with ordered tasks and owners in Task Master, tied to the same client record.
Task Master
Client CRM
Services catalogue
Reminders
Task Master
Related use cases
Features used
Go deeper
Frequently asked questions
When is a T2 corporate return due?
Six months after the corporation's fiscal year-end, with the balance generally due two months after year-end — three for eligible CCPCs. Because the dates are relative to each corporation's own year-end, a corporate book produces due dates across the whole calendar. Confirm specifics for each file with CRA.
What happens if a client changes its fiscal year-end?
Update the fiscal year-end on the client record. Year-end reminders and annual cadences derive from that field, so the timing follows the record instead of living in one partner's email until someone remembers.
Does SpidNums prepare the T2 itself?
No — corporate returns are prepared and filed in your tax software. SpidNums tracks the practice side: which corporations have year-ends approaching, whether the financial-statement work has started, who owns it, and how close each date sits.
See this workflow with your own client list in it.
A tailored demo walks the exact steps above with your services and deadlines.