Year-End Close Preparation
Prepare the books for the accountant.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Prepare my year-end package. Financial year end and country: [YEAR_END_AND_COUNTRY]. Records available: [RECORDS_AVAILABLE]. Business structure and tax filings expected: [STRUCTURE_AND_FILINGS]. Accountant's request list (if any): [ACCOUNTANT_REQUEST]. Create: a timeline counting back from the filing deadline [FILING_DEADLINE], a checklist of items to collect (bank statements for all accounts, loan statements, asset purchases and disposals, stock count, payroll summaries, sales and purchase tax summaries, contracts signed, owner transactions), a procedure for a physical stock count, a debtor and creditor listing with an aging, a review of unusual transactions, and a document index. Add a table: Item | Where to find it | Done | Notes, and a list of 12 questions to ask the accountant. Use the format of a cover memo (150 words) summarizing the year and any unusual events. Deadlines and rules vary; verify them with the tax authority or accountant for [JURISDICTION] [VERIFY]. Provide the checklist as a table with a due date counted back from the filing deadline, and highlight the five items that most often delay accountants: bank statements, loan statements, asset purchases, stock counts, and payroll summaries.
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