Free Pre-End of Year Accounts Checklist
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Why You Need a Pre-End of Year Accounts Checklist
A pre end of year accounts checklist isn’t just a helpful tool — it’s a smart way to stay ahead of unexpected tax bills, spot opportunities for savings, and ensure your business is in the best possible position before the financial year closes.
By reviewing your financial records, expenses, payroll, and forecasting in advance, you give yourself time to act — not just react. Whether it’s making last-minute pension contributions, claiming allowances like AIA, or planning dividends more efficiently, a structured year-end review could significantly improve your tax position and reduce compliance risks.
This checklist is based on the same process we use with clients at Palmers Accounting. It helps you get clear on your numbers, tidy up loose ends, and plan strategically — all before the year-end deadline.
For more information on Pre End of Year Accounts, read our article: Unlock Tax Savings & Prevent Nasty Surprises: Your Pre-End-Of-Year-Accounts Review Checklist
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