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Year - End Checklist
    Start 2026 with confidence 

The Ultimate Year-End Checklist

A new year is right around the corner! That means now is the best time to start wrapping up your important year-end tax and administrative tasks. Created specifically with ministry and church leaders in mind, the Ultimate Year-End Checklist will be your step-by-step guide to finish strong—so you can enter the new year with confidence.

30 Essential Tasks for Your Ministry!

The Ultimate Year-End Checklist includes 30 tasks and responsibilities churches and ministries should consider checking off before the new year begins.

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 This Checklist will help you:  

• Prepare for your annual board meeting
• Properly report love offerings
• Rebuild lost tithe records
• Prepare W-2 Information
• Get compliant with section 4985
• Create and update employee file
• Review your bank accounts
• Perform a web portal audit
• Improve your chart of accounts
• Prepare housing allowance
and much more!