Staying Compliant: A Year-End Checklist

Year-end is the busiest, riskiest time for compliance. From reconciling accounts to issuing contractor forms, this checklist walks through everything you need to handle before the books close on another year.

Reconcile everything

Before you close the year, reconcile every bank and credit card account, clear outstanding items, and confirm that your balances match reality. This is the foundation of an accurate return.

Handle the deadlines

Issue contractor and employee forms on time, confirm estimated payments, and gather documentation early. A calm, checklist-driven close beats a last-minute scramble every time.