Year-End Document List
Admin
Collect the year-end files a bookkeeper actually opens — W-9s, statements, and a note about what is still missing.
Year-end email that says “docs attached” still leaves a bookkeeper guessing which year and what is missing. This template names the entity, the year, and the packet so close does not start with a scavenger hunt.
Who it is for
Bookkeepers, small-firm accountants, and office managers who gather files once a year.
When to use it
Send it in the last month of the year or right after. Payment Approval Request is a single payment. Expense Reimbursement is one claim. This is the pile.
What this form collects
Who is sending, the entity name, the year, checkboxes for what is in the packet, a file upload, and an optional note about leftovers.
- Client reminder before a filing deadline
- Internal finance close for a single-entity shop
- Household organizer for a tax preparer
Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.
Year-End Document List
Frequently asked questions
Does this file a tax return?
No. It is a document list. A licensed preparer still files. Say that in your success copy so no one thinks a receipt upload is a return.
Can I ask for a prior year too?
The year dropdown includes another year. Clone the form and add a second file field if you want 2024 and 2025 in one sitting.
What if the zip is too large?
Ask for a shared-folder link in the notes field after you clone it, or split the packet. The template does not host a document vault.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
Payment Approval Request
Ask a manager to approve a named payment before anyone cuts a check — amount, vendor, and why it cannot wait.
Expense Reimbursement
Request a reimbursement with amount, category, date, cost center, and a receipt file finance can audit.
Billing Question
Route invoice and charge questions with account email, invoice ID, and what looks wrong.
Document Request
Let staff or clients request a copy of a letter, record, or form with format and a needed-by date.
Volunteer Signup
Sign up volunteers with availability, skills, and an optional waiver signature.