The checklist
Year-end lists everything left before your books are ready for your CPA, in four groups, each item with a button that takes you where to fix it.
| Group | Means |
|---|---|
| Needs you | Blockers: fix these, or acknowledge one with a note your CPA will read. |
| Please confirm | Questions your CPA will ask. Answer them here once. |
| Worth a look | These don't hold anything up; they go in the package as notes. |
| Done | Fixed, or answered. Anything you answered can be taken back with Take back. |
Nani checks 26 things, among them: uncategorized transactions, missing or unverified statements, accounts that don't reconcile, transfers without a match, owners and shares, contractors missing 1099 details, equipment to add to the asset list, loans against lender statements, unpaid payroll taxes, opening balance equity, AI suggestions still waiting, and what Autopilot booked.
