CPA handoff
The approved, versioned package of books, tax facts and evidence delivered to the accountant or tax preparer.
In Solo Superstars
Handoff readiness means every required item for that workstream is complete. The app records the revision and approval; it does not claim that the return was filed.
Example
CPA handoff v2 contains the locked trial balance, general ledger, 1099 review and notes explaining changes since v1.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- tax handoff
- accountant package
- return package
Related
- Tax close — The controlled process of resolving tax requirements, freezing the prepared facts and handing an approved package to the filer.
- Year-end books archive — A downloadable bundle produced by the year-end close: statements, trial balance, general ledger, reconciliation reports and source documents for the year.
- Tax-close revision — A new version of a prepared tax workstream created when facts change after an earlier handoff.
- External filing confirmation — Evidence recorded in Solo Superstars that a return was filed outside the app by the business or its tax professional.