Year-end checklist with books health check and lock
Reporting · Lock & sign off the year
Finish the year properly. Statemint creates a checklist suited to your business, checks the health of your books, and lets you lock the year once you are happy, so no entry can be dated inside a finished period by mistake.
What you can do
- Generate the standard checklist for the year you pick
- Tailor it for limited companies, VAT-registered businesses and others
- Run the books health check
- Tick items off as you complete them
- Lock the year to stop entries being dated inside it
Who it's for
Available to business accounts. Sole traders · Limited companies · Accountants & bookkeepers
Included in your plan
Every plan includes every feature for its business type, so Year-end Checklist is part of your plan. See pricing.
Related features
Bank reconciliationProve your bank balanceDirector's AccountDLA & S455 trackingDividendsVouchers & recordsTransactionsBrowse & categoriseBalance SheetAssets, liabilities & equityStatutory P&LHMRC full accounts layout
More Reporting features · All features