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.

  
  
   
• From the Reports menu, click Year End Checklist
  
  

  You can also click the Year End Checklist button on the summary bar

  
  
  Or, right-click on the Account Tab and choose the option for Year End Checklist.

  
  
• The Year End Checklist dialog box will appear. See the detailed instructions in Step 6 of the User Guide for using the Year End Checklist.