Templates & Toolkits

Nonprofit Year-End Close Kit

Grants & Nonprofit Admin

Nonprofit Year-End Close Kit

$16

Worksheets for closing a church or nonprofit fiscal year: a close checklist, account list, reconciliation pages, open items, and a board financial summary.

Instant download · 1 ZIP file (0.35 MB) · PDF, XLSX

What’s inside

  • Fillable close checklist for bank reconciliations, contributions or sales, prepaid items, 1099 and W-2 reviews, and the board packet
  • Account list and a reconciliation worksheet you can print once per account
  • An open items list and a board financial summary page
  • Spreadsheet: book and statement balances, a difference column, close tasks, and a dashboard
  • Sample figures and tasks are fictional. Delete them before you start

General information only, not tax or legal advice. IRS rules change, so check current guidance or ask a tax professional.

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with Simple Budget vs Actual Workbook ($12), Church Treasurer and Offering Kit ($19), and 1099 and Contractor Payment Tracker ($14).

Pairs well with

Simple Budget vs Actual Workbook ($12), Church Treasurer and Offering Kit ($19), and 1099 and Contractor Payment Tracker ($14).

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