Updated CAMS-ii Year-End Checklist
We have updated the CAMS-ii Year-End to help you perform the Yearly Balance and Bring Forward (B&BF) in the correct order. For when you perform the BB&F, it clears the previous year's closing financial statements, making them unavailable to you.
Therefore, we strongly advise you to ensure that you create and keep copies of your previous-year financial statements—for 2019 in this case—BEFORE you run the Yearly B&BF.
The attached checklist includes the addition of a warning for Step 7 on the last page, page 6.
Click here to access the latest CAMS-ii Year-End Checklist.
Note: This checklist has also been updated on the **Revised** Year-End Road Map announcement.
IRS Tax Forms 2018
The year has gone by quickly, so once again it's time to think about IRS Forms for 2018.
Please download and read these documents in their entirety.
Click here for information on the IRS Tax Forms.
Click here for the IRS Transmittal Letter for 2018.
As with 2017, CBS DOES NOT print IRS forms.
Please address any questions concerning this message or the letter to the CBS CTT.