Make the CPA package
- Make a draft package… works any time. Every page is marked DRAFT and lists what's still open. Good for a first look with your CPA.
- Make the CPA package… works once the checklist is complete. A copy is kept inside your company file, with a fingerprint of every file.
Either way you choose a folder, and Nani makes a folder and one ZIP of it. Inside:
- 00 Start here.pdf: one page with the year at a glance, notes and open items, and what each file is.
- packet.pdf and packet.xlsx: every report your CPA needs, one per page or sheet.
- Trial balance files for tax software (Drake, UltraTax CS, Lacerte), the tax-line mapping and the general ledger.
- QuickBooks Desktop and QuickBooks Online files.
- The 1099 list, the mileage log and the audit log.
- Your filed documents for the year: statements, receipts, W-9s, tax letters.
Share the folder or ZIP yourself through a destination you trust. Nani does not send the package for you.