Last updated:
Business Year-End Records Checklist
Gather the records first, mark what's missing, and name who answers each open question.
Tax-year note: figures marked TY2025 apply to returns filed in 2026; figures marked TY2026 apply to the current tax year (returns filed in 2027).
Quick Answer
- Gather the records first, mark what's missing, and name who answers each open question.
Your Progress
0 of 19 items complete0%
Section 01
The books
Section 02
Money owed
Section 03
Assets
Section 04
Owners
Section 05
Workers
Section 06
State and entity records
Section 07
Open items
Related Pages
Have Your Documents Ready?
New clients: use the contact form. Greg remains responsible for your engagement and reviews, approves, and signs all client-facing work.
Get StartedTax advice disclaimer: This material is for general educational information only and is not legal, tax, or accounting advice for your specific facts. A CPA-client relationship is formed only through a signed engagement letter.