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AM

Year-end close across clients

Year-end work remains tenant-scoped. For every client, complete final reconciliation and close validation, post approved adjustments, close the final period, review 1099 status, and generate the tax packet.

The UI and MCP catalog do not include a cross-client fiscal-year close or tax-packet batch operation. inblack_generate_tax_packet, inblack_validate_pre_close, and inblack_close_period use the active client context.

Use the Client Portal dashboard and Notes for coordination, but maintain an external year-end checklist when the practice needs one row per client and deadline.