Year-End Accounts Pre-Review Checklist
Prepare questions before the accountant starts.
Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it (what [VERIFY] means).
Prepare a pre-review of year-end accounts. Draft statements, list of unusual transactions and list of documents available: [YEAR_END_DATA]. Changes in the year: [CHANGES]. Past adjustments: [PAST_ADJUSTMENTS]. Check that bank accounts are reconciled, large transactions are explained, stock and assets are counted, loans agree, accruals are considered and personal expenses are separate. Make a list of documents to collect. Return a checklist table with Item, Status (red, amber, green), Evidence and Owner, and a short cover note for the accountant. Filing deadlines are [VERIFY] for [JURISDICTION]. Also suggest a timeline working back from the deadline, with dates for collecting documents, resolving queries and reviewing the draft, and an owner for each step. Use only the figures I supply, mark estimates as estimates, and flag anything that depends on accounting standards or tax rules [VERIFY] with [JURISDICTION] for an accountant to confirm. Add a final line that states how confident you are in the overall rating, from low to high, and the main reason for that level of confidence.
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