Checklists for accounting firms

Checklists of the documents a firm needs from its clients. Free to use. With Aldorock Underlag you send them to the client and the files land in your firm's own SharePoint.

• Tax return for an individual
  Documents for the Swedish income tax return (inkomstdeklaration 1) of a private client.
• K10 for owners of a close company
  Documents for form K10 from income year 2026, with the new rules for the basic amount and the salary based allowance.
• Year end accounts
  Documents for the year end accounts (årsbokslut) and annual report of a limited company or a sole trader.
• Payroll input
  Input for this month's payroll and the employer declaration.
• Know your customer under the anti money laundering act
  Details the firm must hold about a new customer under the Swedish act on measures against money laundering and terrorist financing. The county administrative board supervises accounting firms.