Year-End Document Checklist

A client-facing checklist of every document year-end work needs, organized by entity type.

Year-end requests generate the same emails every January: which statements, which payroll reports, whether the loan amortization counts. This checklist answers those questions before they are asked.

Separate lists cover sole proprietors, partnerships, S corps, and C corps, plus a shared section for bank statements, payroll, and fixed assets. Clients check items off as they upload, so you can see progress without emailing anyone.

What's included

Checklists for four entity types
Shared documents section
Fillable progress version for portals
Short cover note for January emails

Review before use

These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions

$29

One-time purchase. PDF and fillable PDF.

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Use the files with unlimited clients at your firm. Purchases are covered by our terms.