Classification
Accountant handoff packet
Assemble a labeled packet from an already-classified organizer file so your preparer receives one coherent set of notes.
When this fits
You already classified lots in the desktop organizer and need a clean packet: cover note, lot register, source appendix, and open-question list.
Deliverables
- Cover note describing year coverage and exchanges included
- Lot register exported from the organizer
- Appendix of original export filenames and hash/date stamps where available
- List of entries left unclassified, with reasons
We do not alter your lot choices during packet assembly unless you request a short clarification call. For joint classification and packet work, book the lot classification session instead.
Ready to schedule
Describe your exchange list and year coverage. We confirm scope before any fee is quoted.
Request this work