Finance
Year-End Financial Checklist
Comprehensive year-end checklist ensuring your accounts, tax and compliance are in order before your financial year closes. For sole traders and companies.
What’s included
Includes: bank reconciliation, debtors and creditors review, expense categorisation, capital allowances review, salary and director's loan reconciliation, VAT year-end, Form 11 / CT1 preparation, payroll year-end, CRO annual return.
Who should use this template?
- Self-employed individuals preparing for Form 11
- Company directors doing year-end close
- Business owners working with their accountant
Frequently Asked Questions
When should I start year-end preparation?
Ideally 2–3 months before your financial year end. For a December year end, start in October. This gives time to identify any tax planning opportunities and resolve any outstanding issues before the accounts are finalised.
Important: This template is provided for general information purposes. d’Emilia Accounting recommends reviewing any document with a qualified accountant or solicitor before use. Templates are updated periodically but may not reflect the latest legislative changes.