User Guide


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.