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YEAR END CHECKLISTHuman Resources Verify home address for all employees. Reconcile all vacation/sick and/or Paid Time off balances for yearend payout or carryover if applicable. Move current year
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How to fill out year end checklist
01
Review all financial records for the year, including income statements, balance sheets, and cash flow statements.
02
Check for any discrepancies or errors in the financial records.
03
Ensure that all income and expenses are properly recorded and categorized.
04
Review payroll records to ensure accuracy.
05
Reconcile bank statements and credit card statements.
06
Verify that all taxes have been paid and all necessary forms have been filed.
07
Review any outstanding invoices or bills and make necessary payments.
08
Prepare financial statements and reports for the year.
09
Conduct a final review to ensure all steps have been completed and all information is accurate.
10
Archive and store all financial records for future reference.
Who needs year end checklist?
01
Year end checklist is needed by businesses and organizations of all sizes.
02
Accountants and financial professionals who handle financial statements and reports benefit from using a year end checklist.
03
Small business owners who manage their own finances can also use a year end checklist to ensure they don't miss any important steps.
04
Companies that need to prepare for audits or tax filings find a year end checklist particularly useful.
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