Project template for founders
Year-end close checklist with every task dated from the day you start
Accounts, the annual return, tax, the AGM paperwork: the year closed in six weeks.
- 3 sections
- 11 tasks
- Opens as a list
- Dated from day 1
Year-end close
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Close the books
- Every invoice, expense and bank line for the year capturedDay 8High
- Fixed assets and depreciation listedDay 11
- Loans and director's accounts reconciledDay 11
- Send the year to the accountantDay 15High
Accounts and AGM
- Draft accounts back from the accountantDay 36
- Review the accounts and signDay 41High
- AGM held or the waiver signedDay 43
Filings
- Annual return filedDay 46UrgentConfirmation:
- Estimated chargeable income filedDay 46HighConfirmation:
- Corporate tax return filedDay 121UrgentConfirmation:
- Pay the corporate secretary and the accountantDay 51
About this template
The financial year ends and four deadlines start ticking. This project runs them in order: close the books, get the accounts done, hold or waive the AGM, file the annual return, file the tax. Dated from the year-end.
Tips from the template
- Apply it on your financial year-end date.
- The accountant and the secretary need the same documents; send them once, together.
- Note each filing's confirmation number in its task.
How to use it in Palby Planner
- 1Open Tasks and choose Templates.
- 2Find Year-end close and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Yes. Copy it as a checklist or print it, with no sign-up. Using it inside Palby Planner, with the dates filled in, needs an account.
Each task has a day counted from the start: Day 1, Day 3 and so on. In Palby Planner you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.
Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.
Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.
Run it with the dates filled in.
The templates are free. The app puts every task on a real date.