Start year-end prep a month early
Corporate year-ends are staggered across the book, so no single date concentrates the mind the way April 30 does. A year-end sneaks up, records get requested late, and the file starts compressed. The T2 is due six months after year-end, but the crunch is set in the first month.
Firms start year-end preparation early in SpidNums because the reminder feed raises a year-end financial statement reminder one month before each client's fiscal year-end, read straight from the client record. That month of warning is when records get requested and the project opened. SLA colours then age the work — green beyond seven days, orange within seven, red at due.
How firms run it, step by step
Record fiscal year-ends on the client record
Every corporate client's fiscal year-end is a field on their record, imported by CSV or set by hand. It is the date everything else derives from.
Client CRM
Assign the year-end service
A year-end financial statements service on an annual cadence ties the work to the client, with next due tracking the cycle.
Services catalogue
Get the one-month warning
The reminder feed raises a year-end financial statement reminder one month before each fiscal year-end — a staggered book produces staggered warnings.
Reminders
Open the project while there is slack
The warning is the trigger to request records and open the project with ordered tasks and owners, before the file is compressed against the deadline.
Task Master
Watch the colours
The dashboard's Needs attention list runs on the shared SLA rule and catches any year-end that starts sliding.
Dashboard & SLA
Client CRM
Services catalogue
Reminders
Task Master
Dashboard & SLA
Related use cases
Features used
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Frequently asked questions
When does SpidNums flag an upcoming fiscal year-end?
One month before the client's fiscal year-end, in the reminder feed. The date comes from the client record, so a book of staggered year-ends produces staggered warnings — each client's prep window opens on their own clock.
How does this relate to the T2 deadline?
The T2 corporate return is due six months after fiscal year-end, and the balance is generally due two months after year-end — three for eligible CCPCs. Starting preparation at the one-month warning means those clocks start on a file already in motion, not a cold one.
Can we see all year-end work in one place?
Yes. The reminder feed groups everything Overdue, Due soon, and Upcoming, and the dashboard's Needs attention list surfaces items on the SLA colour rule: green beyond seven days, orange within seven, red at due or overdue.
See this workflow with your own client list in it.
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