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Year-End Checklist for Accounting

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Year-End Checklist for Accounting

Are you prepared for year-end? Find all of our resources right here!

Whether you operate by the calendar year or the fiscal year, this checklist will always be here for you to make sure your year-end closing runs as smoothly as possible. Bookmark it, print it, share it, and send this year into the past!

Be sure to check our online store to purchase the forms you need!


Accounting
Period End Close the Month Close the Year Allow Posting to the 13th Month Post to the 13th Month Print a Sample Tax Form W-2s Review Employees' W-2s Enter Locality Names Print a W-2 Totals List Adjust an Employee's W-2 Totals Print W-2s E-File W-2s Review W-3 Details Print a W-3 Affordable Care Act Prepare Form 1094-C Prepare Form 1095-B Print ACA Forms E-File ACA Forms	1099s Edit Tax IDs and Contacts Assign a 1099-NEC Account Remove a 1099-NEC Account Assign a 1099-NEC Vendor Make a 1099-NEC Adjustment Remove a 1099-NEC Vendor Assign a 1099-MISC Account Remove a 1099-MISC Account Assign a 1099-MISC Vendor Make a 1099-MISC Adjustment Remove a 1099-MISC Vendor Print a Vendor 1099 Totals List Print 1099s Print a 1096 E-File 1099s 941s Prepare a 941 Edit a 941 Reprocess a 941 Print a 941 E-File a 941

Need access to more recorded year-end resources and live events? Check them out at MinistrySmart Academy!

Form Filing Help

Do you need help filing your W-2c, 1099-INT, or W-2 G? Our partner, Yearli, can help! Check out what they offer.

Realm Accounting

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Last updated: January 21, 2025

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Year-End Checklist for Accounting

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