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ACCOUNTING20182019ACCOUNTING AND LEGAL STUDIES DEPARTMENT PURDUE SCHOOL Rev. 12/16NAME: ID#: DATE: THIS CHECKLIST IS AN UNOFFICIAL TOOL FOR PLANNING. Matriculated students and advisors should consult

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How to fill out accounting checklist

01

To fill out an accounting checklist, follow these steps:

02

Gather all the necessary financial documents such as receipts, invoices, bank statements, and tax forms.

03

Organize the documents in a systematic manner, either by date or category.

04

Begin by recording the income for the specified period. This includes sales revenue, interest, and any other additional income.

05

Proceed to record the expenses incurred during the same period. Categorize the expenses into different accounts such as rent, utilities, office supplies, etc.

06

Calculate the net income by subtracting the total expenses from the total income.

07

Ensure that all the financial data is accurate and error-free by reviewing and reconciling the accounts.

08

Finally, cross-check the checklist against any accounting guidelines or regulations to ensure compliance.

09

Once completed, store the checklist and related documents in a secure location for future reference and auditing purposes.

Who needs accounting checklist?

01

Accounting checklists are beneficial for various individuals and entities, including:

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- Small business owners who want to maintain accurate financial records and monitor their company's financial health.

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- Accountants and bookkeepers who need a structured framework to ensure all necessary financial information is collected and documented.

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- Investors and stakeholders who want to assess the financial performance and stability of a company before making investment decisions.

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- Non-profit organizations that must comply with strict accounting standards and demonstrate transparency in their financial operations.

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