Year End Instructions
- Year End Timeline and Checklist
- Print Award Verification Reports (US and Canada)
- Annual Associate Renewal Fee (U.S. and Canada)
- Corrections in WinMORE and Accounting Entries
- Print and Distribute Profit Share Statements and Critical EOY Reports
- Profit Share History Confirmation
- WinMORE End of Year Update
- Preparing for Final Year End Transmittal
- Create the New Year AccountEdge Company File (US & Quebec)
- Enter Budget (Lonewolf)
- Enter Budgets (Accountedge)
- IRS Form 1099
- Processing T4-T4A’s (Canada)
- Removing Vested Associate from the Profit Share System (US and Canada)