Year End Checklist

The Year End Checklist ensures you have completed necessary steps for each account before the End Tax Year function can be done:

Select the Account Tab for the account you wish to complete the checklist on.
To open the Year End Checklist, select the Check List button on the toolbar.

Or, right-click on the Account Tab and choose the option for Year End Checklist. (Or you can also choose the option from the Account menu.)
The Year End Checklist dialog box will appear. See the detailed instructions in Step 6 of the Quick Start Guide for using the Year End Checklist.

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