Year-End Closing Checklist Template
Comprehensive checklist for all year-end close procedures and financial statement preparation steps.
How to use this template
Prepare pre-close procedures
Complete reconciliations, review GL, record accruals, and resolve prior period items.
Record adjustments
Record journal entries for depreciation, amortization, deferred taxes, and other adjustments.
Prepare schedules
Prepare all supporting schedules for significant accounts and disclosures.
Prepare financial statements
Prepare draft financial statements and note disclosures for review.
Final review and sign-off
Obtain management review and sign-off on final financial statements and schedules.
Why use this template
- Ensures all year-end procedures are completed in organized manner
- Prevents omission of critical close steps or disclosures
- Streamlines the financial statement preparation process
- Provides clear checklist for follow-up and quality assurance
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