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Bookkeeper handover package

Everything a successor needs on day one: access, registrations, filing frequencies, judgements and contacts. The document that almost never gets written.

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Bookkeeper handover package
1area · item · held where
2Access · Accounting system logins and roles ·
3Access · Bank and credit card access, and who authorises payments ·
4Access · CRA My Business Account / representative authorisation ·
5Access · Provincial tax and workers' compensation portals ·
6Registrations · Business number and programme accounts (RT, RP, RC) ·
Inside the template

Made for the actual work.

  • Access and authorisations, including CRA representative status
  • Every registration and its filing frequency
  • Recurring journals, estimates, and the basis for each judgement
  • Who does what between you, the accountant and the payroll provider

A note on using it

This is a starting point, not a standard. Every business has something in it that does not fit a generic template, and the version worth keeping is the one you have edited. If a line does not answer a question you actually ask, delete it.

Make room for what's next

Clear books. A clearer head.

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