Completing the Year End Checklist

End current tax year & make adjustments for next year

•  Please see the lesson: End Tax Year for a video discussion of how to use this function.

•  Select the Account Tab for the account you wish to complete the checklist on.

  
  
   
•  Click the Year End Checklist button. 

  
  
   
•  The Year End Checklist dialog box will appear.

  
  Check off the items on the Checklist that you have completed. If you are not sure whether you completed the item you can click the Action Button to go directly to that operation. Then return to the Year End Checklist to continue.
  
  Note: Some checklist items may be disabled if they do not apply to your account.
  
  
  
  For more detailed instructions for each checklist item, please click on the appropriate link below:
  
    Exercised All Options That Needed To Be Exercised

•  Once you have completed and checked off all checklist items for your account click OK.

  
  
   
•  Repeat the Year End Checklist for all accounts, then proceed to the next step.