Free checklist · Updated for 2026
The Year-End Books Checklist 2026
Close 2026 with clean books, and give your CPA a tax-ready file in January instead of a shoebox of questions.
- Six short sections, written in plain English
- Covers bank accounts, income, expenses, contractors, payroll and loans
- Key 2026 deadlines in one place, including the new $2,000 limit for 1099-NEC
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What’s inside
23 practical items you can work through in November and December.
Accounts that match
Reconcile every bank, card and loan, clear the uncategorized pile, and catch transfers booked as income.
Contractors and payroll
Know who needs a 1099-NEC at $2,000, collect W-9s now, and put February 1, 2027 in your calendar.
A tax-ready hand-off
The reports to run, how to lock the year, and the dates your CPA will ask about.
Would you rather hand year end to us?
Books at Ease keeps the books for US small businesses, from Skopje. Book a free 30-minute call and we’ll tell you what your books need before the year closes.