Week 20 Day 5 Action Items

Day 5

• [ ] Assess your current record-keeping practices.
• [ ] Identify areas for improvement in organizing financial data.
• [ ] Implement strategies for maintaining organized records for year-end planning.

Review and Update Record-Keeping System

Based on the information you have learned about year-end tax planning, how do you plan to update your record-keeping processes to align with your new policies or procedures related to year-end?

<aside> 👉 Type Answer Here

</aside>

Tasks to be completed to improve my record-keeping process relating to a year-end tax planning

• [ ] Task to be completed 1
• [ ] Task to be completed 2
• [ ] Task to be completed 3
• [ ] Task to be completed 4
• [ ] Task to be completed 5