A “Typing Report” For The Taking

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I have been using Typing Reports for everything and for years. It’s my way of finalizing a job. For all of my personal income tax files, each file will have a T1 Transit Memo at the top of the file, above the actual printed and final tax return, and my envelope of tax receipts (due to E-File). It’s the same way with my annual T4, T4A, or T5 Preparation too. I have a different control sheet, which I named it as my T4/T4A/T5 Transit Memo.

It’s no different for publishing financial statements. I call this my Typing Report .. plain and simple. Although I probably do not actually fill it in until I am 95% finished with a client’s job, but I ultimately keep track of everything on this sheet. I keep track of stuff like:

  • Date In – when I received the client records
  • Date Out – when I released the statements
  • When the client reviewed a Draft of the Results
  • When I typed the Financial Statements
  • When I prepared the Corporate Tax Return
  • How many bound and unbound copies the client requires
  • And any notes I need to know for next year’s T4/T4A/T5 Preparation
  • The typing report is the last thing filed, in my Financial Statement files, with the originals attached that has been signed by the client. I never make a duplicate copy of any Typing Report, and Every Financial Statement must have one attached to it in my files.

    You have to maintain control of what you are publishing for your clients. Whatever works for you .. you should continue to do it that way. And if it doesn’t work? Try this Typing Report!

    HART’s Typing Report

    So, that’s what it looks like …. my “TYPING REPORT”. You can click on it for a bigger view.

    You are welcome to take this template and use it for your own purposes. You are also free to pass it along (because it’s not that big of a deal), although I hope that you remember where you got the idea and give me credit 😀 Maybe stroke my EGO here, and give me a blog comment to let me know that you have taken this template.

    I am currently using Microsoft Excel for Windows 95, version 7.0 as my preferred spreadsheet program and version. You can change the text of anything I use to suit your own needs .. it is just a guideline.

    HART’s TYPING REPORT —> OPEN to view, SAVE to Disk ..

    Take care.


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