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!

Note: The IRS has updated Form 1099-NEC for the 2021 tax year! Be sure to check our online store to purchase any updated forms. Once you have them, realign your data and print a sample tax form to make sure all of your information fits this year.


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

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Year-End Checklist for Accounting