Year End Accounting Checklist

Note: Remember, this year-end accounting checklist is not exhaustive. Feel free to edit the checklist per your requirements.
  1. 1

    Current checklist credentials

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  2. 2

    Reconcile bank and credit card statements

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  3. 3

    Review and approve all accounts payable and accounts receivable

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  4. 4

    Review and approve all inventory counts

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  5. 5

    Review and approve all fixed asset additions and disposals

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  6. 6

    Review and approve all payroll and employee benefits

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  7. 7

    Review and approve all sales and purchase transactions

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  8. 8

    Review and approve all journal entries

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  9. 9

    Review and approve all financial statements

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  10. 10

    Review and approve all tax returns

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  11. 11

    Review and approve all internal control procedures

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  12. 12

    Review and approve all compliance with laws and regulations

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  13. 13

    Review and approve all insurance coverage

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  14. 14

    Review and approve all leases and lease agreements

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  15. 15

    Review and approve all loans and loan agreements

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  16. 16

    Review and approve all contracts and agreements

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  17. 17

    Review and approve all legal and regulatory filings

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  18. 18

    Review and approve all compliance with accounting standards

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  19. 19

    Review and approve all compliance with corporate governance guidelines

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  20. 20

    Review and approve all compliance with internal audit procedures

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  21. 21

    Review and approve all compliance with risk management policies

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  22. 22

    Review and approve all compliance with data privacy and security policies

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  23. 23

    Review and approve all compliance with anti-fraud policies

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  24. 24

    Review and approve all compliance with anti-trust policies

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  25. 25

    Review and approve all compliance with environmental policies

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  26. 26

    Review and approve all compliance with labor laws and regulations

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  27. 27

    Review and approve all compliance with intellectual property laws and regulations

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  28. 28

    Review and approve all compliance with customs laws and regulations

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  29. 29

    Review and approve all compliance with sanctions laws and regulations

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  30. 30

    Review and approve all compliance with security laws and regulations

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  31. 31

    Review and approve all compliance with safety laws and regulations

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  32. 32

    End of a template.