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Page 1 of 5 20 '17 Yearend Planning in an Uncertain Tax EnvironmentPractitioner Checklist of “To-Do is Before December 31, 2017 (From an individual Taxpayer Perspective)1)a)income: With an anticipated
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Step 1: Gather all relevant financial documents, including income statements, balance sheets, and any other necessary reports.
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Step 2: Verify the accuracy of all data, ensuring that all transactions have been recorded properly and all accounts have been reconciled.
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Step 3: Calculate the totals for each relevant financial category, such as revenue, expenses, assets, and liabilities.
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Step 4: Prepare the required financial statements, such as the income statement, balance sheet, and cash flow statement.
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Step 5: Review the financial statements for any errors or inconsistencies, and make necessary adjustments.
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Step 6: Generate additional year-end reports, such as the tax return or the annual report, if required.
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Step 7: File the necessary paperwork and submit the financial statements and reports to the appropriate parties, such as shareholders, investors, or regulatory agencies.
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Step 8: Obtain any necessary approvals or signatures, and ensure that all filing deadlines are met.
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Step 9: Keep a copy of the completed year-end documentation for future reference and audit purposes.

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2017 year-end refers to the end of the fiscal year 2017.
All businesses and organizations that operate on a fiscal year basis are required to file 2017 year-end.
2017 year-end can be filled out by compiling financial statements and reports for the fiscal year 2017.
The purpose of 2017 year-end is to assess the financial performance and position of a business or organization at the end of the fiscal year 2017.
Information such as revenues, expenses, assets, liabilities, and equity must be reported on 2017 year-end.
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