The Year-End Close Checklist

A step-by-step closeout for landlords prepping for tax season. Three passes (December, January, and the CPA package) that end with your CPA having zero clarifying questions.

Download the Checklist (PDF)

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⬇ Download the Checklist (PDF)

What’s inside

Pass 1 (December): the moves that only work while the year is still open, including W-9 collection while you still have leverage
Pass 2 (January): the close itself, from the final reconciliations through mortgage splits, security deposits, and 1099-NEC filing
Pass 3 (the CPA package): the exact document list that eliminates back-and-forth in March
A deadline table covering January 31, March 15, and April 15
Which payments belong on your 1099s and which are the card processor’s problem

Year-end is only painful when the monthly close was skipped all year. If your books are behind, start with our Landlord Bookkeeping Checklist, and if you want to see where the money leaks out, read the 7 bookkeeping mistakes that cost landlords thousands.

Behind on the whole year?

Catch-up and cleanup is exactly what we do. We rebuild the year, then keep it clean going forward.

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