Free Year-End Close Checklist
A year-end close checklist covering the additional work a financial year requires: stock counts, fixed-asset verification, provisions, tax schedules and the audit file.
What's Included
- Final month close, plus stocktake and asset verification
- Provisions, impairments and bad-debt review
- Tax schedules, deferred tax and statutory adjustments
- Audit or accountant file, and opening balances rolled forward
Prefer not to fill this in by hand? Create and send these straight from your books with automated bookkeeping.
How to Use
Customize
Add your business details, logo, and adjust line items to match your services.
Send
Email, WhatsApp, or SMS your invoice directly to your client with payment tracking.
Get Paid
Clients pay online via Stripe or Razorpay. HelloBooks tracks everything automatically.
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Start FreeFrequently Asked Questions
What is different about a year-end close?
Everything in the month-end close still applies, plus the work that only makes sense annually: a physical stocktake, fixed-asset verification, a full review of provisions and doubtful debts, tax schedules, and assembling the file your accountant or auditor will work from.
When should year-end preparation start?
Before the year ends. Stocktake arrangements, confirming balances with customers and suppliers, and clearing old reconciliation differences are all far cheaper to do in the final weeks of the year than in the months afterwards, when records are colder and people have moved on.
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