Free document checklists for accountants
Ten checklists you can send to clients today. Each one is also available as a reusable template inside DocChase, with one link per request and automatic reminders.
Monthly close document checklist
Every document you need from a small business client to close the month: bank statements, sales invoices, receipts and more.
Annual tax return document checklist
The year-end document list for preparing an annual tax return, from bank statements to prior-year filings.
Quarterly VAT document checklist
Documents required for a quarterly VAT return: sales reports, purchase invoices, bank statements and adjustments.
Payroll document checklist
What to collect from clients before running payroll: contracts, hours, changes, benefits and tax forms.
Accounts payable document checklist
Collect supplier invoices, statements, approvals and payment confirmations without chasing each vendor.
Accounts receivable document checklist
Invoices, statements, credits and collection notes needed to reconcile receivables and aging.
Bank reconciliation document checklist
Statements, transaction exports, payment processor reports and adjustment notes for a clean reconciliation.
Year-end payroll document checklist
Everything needed to close payroll for the year: registers, tax filings, benefits and adjustments.
Sales tax document checklist
Sales by jurisdiction, exemption certificates, marketplace reports and purchase records for sales tax filings.
Bookkeeping onboarding document checklist
The first set of documents to request from a new bookkeeping client, from access to historical statements.
Turn any checklist into a live request
Inside DocChase, a checklist becomes a branded link. Clients upload per item, you see what is missing, and reminders go out automatically.
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