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7 helpful votes

Year-end guide: What to do in February

The bulk of your year-end work should be complete by February, with just a task or two to finish up and prepare for taxes.

Prepare for taxes

An accountant is a valuable resource, especially at tax time.

If you haven't already invited your accountant to your company file in QuickBooks Online, now is a great time to do that.

To learn more about sending an invitation or adding your accountant, see add or invite an accountant to your company

If you don't have an accountant, you can easily locate one in your area using our Find-an-Accountant website (currently available only in English). The website provides a list of QuickBooks-trained accountants near you.

For more information, visit Find-an-Accountant

Review other monthly tasks

For an overview of year-end tasks, or for information about month-specific tasks, see the following:

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