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End of Year Procedures Checklist ___ Update all attendance in Harmony. All attendance will archive in Harmony and you will be able to access it next year. Make sure it is accurate for every student

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How to fill out end of year procedures

01

Review all financial records for accuracy and completeness.

02

Develop a checklist to ensure all necessary tasks are completed.

03

Close out all accounts receivable and payable for the year.

04

Prepare financial statements for the year.

05

Complete any necessary tax forms or filings.

06

Archive all documents and records for safekeeping.

Who needs end of year procedures?

01

Businesses

02

Nonprofit organizations

03

Government agencies

04

Individuals managing personal finances

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What is end of year procedures?

End of year procedures are a series of tasks and processes that a business or organization must complete at the end of each fiscal year to wrap up financial activities and prepare for the upcoming year.

Who is required to file end of year procedures?

All businesses and organizations that operate on a fiscal year-end basis are required to file end of year procedures. This includes corporations, partnerships, and other entities.

How to fill out end of year procedures?

End of year procedures are typically filled out by designated financial personnel within a business or organization. They involve gathering and organizing financial documents, reconciling accounts, and preparing financial statements.

What is the purpose of end of year procedures?

The purpose of end of year procedures is to ensure that financial records are accurate and up-to-date, and to provide a clear picture of a business's financial health at the end of the fiscal year.

What information must be reported on end of year procedures?

End of year procedures typically involve reporting on income, expenses, assets, liabilities, equity, and other financial data for the fiscal year.

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