Taxstra • Planning worksheet • 2026-09-05

How to Switch Accountants Without Losing Records or Missing Filings

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

Workstream	Handoff evidence	Acceptance question
Accounting	Final trial balance and reconciliation package	Which period is actually complete?
Payroll	Registers, filings, deposits and credentials	Who submits the next filing?
Tax	Filed returns, elections and carryforward schedules	Are outstanding notices assigned?
Systems	Owner-admin access and export copies	Can access survive cancellation of a subscription?

Resolve the decision

What decision or discrepancy does your completed schedule reveal?Which assumptions need professional review, and what documents support them?Who will take the next action, and by what date?

These fields stay in this document. Taxstra does not receive the information. Print to paper or PDF if you want to retain completed entries; do not rely on browser storage.

Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.