Never miss a deadline again. We provide you with a complete timeline for your year-end proceedings.
Follow every step to complete your clients' year-ends.
A simple and efficient way to review your year-end proceedings.
The complete Year-end Checklist will be sent to you by email within the next couple of minutes. If you have any questions.
When clicking on the button bellow, you will be directed to a DocSend page.
Download the checklistThis document is not a compilation of document requests. Document requests and onboarding tasks are addressed separately in the Stamped App. However, any documents related to this list should be uploaded to the app once prepared.
This document is a list of general year-end bookkeeping procedures. The list is not meant to be exhaustive. Instead, it is meant to communicate the minimum year-end bookkeeping procedures to be completed for us to start our work. Our work begins once the year-end bookkeeping procedures are complete, this document has been returned to us, and we have a copy of the preliminary trial balance.
There is a section next to each procedure for you to add notes. This is where summary findings, references, problems, and exceptions can be communicated. Any notes provided will give us valuable information to better understand the entity.
Some procedures in this list may not be relevant. If that is the case, simply put a “N/A” in the notes section of the procedure.
Management may require Stamped’s professional guidance to complete some of the relevant bookkeeping procedures. If this is the case, Stamped may provide additional assistance at an hourly rate. If it is not possible to complete a required year-end bookkeeping procedure, please notify us in writing.
