Small business year-end document collection

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What documents do accountants request at year-end?

Typically bank statements, reconciled GL detail, HST returns and working papers, fixed asset purchases, loan statements, payroll records, and inventory counts if applicable. Varies by engagement.

When should year-end collection start?

Many firms begin November–December for December year-ends so January prep is not blocked by missing statements.

Does Hivi-X post to the general ledger?

No. Hivi-X collects source documents. Books remain in QuickBooks, Xero, or your GL system.

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