This is the Karbon best practice process for year-end reviews for your US-based clients. It assumes month-end close work has been completed previously, and doesn't include the completion of any tax work.

If partnering with a CPA to manage year-end with business tax work, use the additional section at the end to manage that interaction. If not (or if you're doing it internally), remove the last section from the template and add an automator to the last section to mark the work completed once the tasks in the section are completed.

The start date is the 1st of the new fiscal year and the due date is the 15th of the month. The work assignee is the Admin.

Learn how to use this template in action.