Finance and Reserves
Year End and Audit Preparation Checklist
Year End and Audit Preparation Checklist is a working checklist for year end and audit preparation. It gives teams a structured starting point for purpose, ownership, practical steps and review.
Purpose
Year End and Audit Preparation Checklist is a working checklist for year end and audit preparation. It gives teams a structured starting point for purpose, ownership, practical steps and review.
What this document helps cover
- financial controls and approvals
- record keeping and trustee oversight
- income, expenditure and reserves review points
Who should use it
- treasurers and finance leads
- charity and community team leads
- small charities, churches and community organisations
Before use
Replace local names, roles, dates and procedures before approval. Use professional advice where the subject needs it.
What a buyer receives
- DOCX resource
- A document structure tailored to year end and audit preparation
- Plain-English prompts for adapting it to your organisation
- Account access to the approved version when buying opens
Availability
This public page is a preview. Editable documents are delivered only inside the private organisation library after secure login.
This resource is a practical template and does not replace legal, HR, safeguarding, finance, tax, health and safety or other professional advice.