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All bookkeeping roads lead to tax season.
Thanks to great preparation all year long, a smooth tax season is within reach. As we head into the final months of the year, we want to help you cross the finish line with ease.
CFO on the Go is designed to deliver your completed year-end packet each January. Please use the information below to review important deadlines and keep your preparation on track.
November
Supporting documentation audits through October will be completed in November.
Please submit all receipts for 2026 so far.
December
December 10th is the annual deadline for all documentation through November.
#LetsCFOontheGo!
January
January
When weekly and monthly documentation has been supplied timely - we guarantee that your year-end packet will be delivered with everything needed for taxes in January.
NO DOCUMENTATION = NO GUARANTEE
Timely Handoff Commitment
We are committed to providing year-end packets to all tax preparers no later than February 15th. To allow adequate time for the tax preparation process, the information that Bell Solutions has been provided through February 10th will be handed over to your tax preparer on February 15th, so that the income tax process may begin.
Out of Compliance? When you are unable to provide year-to-date documentation by December 10th and/or final documentation by January 20th, then, in lieu of a year-end packet, we guarantee that the information that has been supplied will be available in QuickBooks for your tax preparer no later than January 25th.