YEAR-END PREPARATION CHECKLIST

[ ] Bank statements and reconciliations
[ ] Sales invoices / income records
[ ] Purchase invoices / expense records
[ ] Payroll records
[ ] VAT returns and workings
[ ] Loan / finance statements
[ ] Fixed asset purchases and disposals
[ ] Details of unusual transactions
[ ] Director / owner transactions where relevant
[ ] Questions or events after the year end

General sample checklist only — not professional advice.