Get the free Year End Quick Reference Guide - December 2016

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Year End Quick Reference Guide December 2016 Dear Valued Client: In an effort to help answer many of your yearend/new year payroll related questions, we have designed this Quick Reference Guide. During

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How to fill out year end quick reference

01

Gather all relevant financial documents for the year

02

Refer to the previous year's quick reference for guidance

03

Start filling out the quick reference by entering the income sources and amounts

04

Include any deductions or exemptions that apply

05

Review the document for accuracy and completeness

06

Submit the completed year end quick reference to the appropriate department or authority

Who needs year end quick reference?

01

Individuals who are self-employed

02

Business owners

03

Employees who have additional sources of income

04

Tax accountants or financial advisors

05

Anyone who needs to report their annual financial information

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What is year end quick reference?

Year end quick reference is a summary report that provides a snapshot of key financial information at the end of the year.

Who is required to file year end quick reference?

All businesses and organizations are required to file year end quick reference.

How to fill out year end quick reference?

Year end quick reference can be filled out by providing accurate financial figures for the specified time period.

What is the purpose of year end quick reference?

The purpose of year end quick reference is to track and analyze financial performance at the end of the year.

What information must be reported on year end quick reference?

Information such as revenues, expenses, profits, losses, assets, and liabilities must be reported on year end quick reference.

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