Checklists for accounting firms
Year end accounts
Documents for the year end accounts (årsbokslut) and annual report of a limited company or a sole trader.
What the firm needs
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1. Bank statements at year end
Statements for all the company's bank accounts showing the balance on the closing date.
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2. Tax account
A statement of the tax account for the whole financial year. Not needed if we already have access to the tax account.
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3. Loans, credit and leasing
Annual statements for loans and credit and leasing contracts, with the debt on the closing date.
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4. Unpaid customer invoices
A list of customer invoices not paid on the closing date, if they are not already in the books.
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5. Unpaid supplier invoices
Invoices received before the closing date but paid after.
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6. Stock
If the company holds stock: a count with quantities and purchase prices on the closing date.
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7. Purchases of equipment
Invoices for machines, computers, cars and other equipment bought during the year.
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8. Costs and income that belong to another year
Invoices that cover both this year and next, for example rent and insurance, and work done but not yet invoiced.
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9. Cash box
If the company keeps cash: a cash count on the closing date.
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10. Sole traders: private withdrawals and deposits
Money you took out or put in privately and whether you drove your own car in the business, with the distance.
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11. Important events
New contracts, disputes or other important events during the year or after the closing date. Write None if there are none.
Checked 11 November 2026 against the authority's own pages: Skatteverket, Bokföring och bokslut · Skatteverket, Bokföring, bokslut och deklaration (SKV 282)
Send the checklist to your clients
With Aldorock Underlag the client gets a link to this list. The client uploads item by item without an account and the files land in your firm's own SharePoint. Reminders go out by themselves.