Year end checklist: Companies
Additional Help
Click on the video play button below for additional help and explanations.
This only applies to companies that have already gone through a year-end.
If you have companies in the group that have not yet gone through a year end, you do not need to complete this now! We will contact you again for those companies once the year end has passed.
If you would like to talk to us about aligning group companies so that they all have the same year end, please do contact your client accountant.
You will need one checklist per company

This checklist is suitable for:
- Trade, such as
- Letting agents
- Sourcing agents
- Management
- Consulting
- Holding companies
- Other

This checklist is suitable for:
- Dormant companies
- No income
- No assets acquired
- No significant expenses
Please download the checklist and change the file name to:
- include your individual client reference number
- year-end date