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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, 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.