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Accounting Checklist Template

Use this free template with Google Sheets and Microsoft Excel

4.62 (2 reviews)
Last updated Updated March 21, 2026
Created by Natalia Prokhorenko
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Template Specification

Format Google Sheets, Excel
Size A4
Created August 12, 2024
Last Updated March 21, 2026
Community Added to collections by 19 Users
Usage Stats 21 downloads this month

About this template

Accounting is easy with the Accounting Checklist Template from TheGoodocs. Start using our versatile spreadsheet in just a couple of clicks, and don't overlook important and secondary tasks. It includes key points that need to be checked regularly: transactions, reporting, tax payments, control of invoices receivable and payable, reconciliations, etc.

Simple Design With No Frills

The main focus of this template is on content. Yet, the pleasant design in discreet white and gray tones is perfect for an accounting document in any company. Convenient division into several sections with the main tasks also helps to find information in the table quickly.

Comprehensive Structure

This Excel and Google Sheets checklist template is divided into five main sections, including daily, weekly, monthly, quarterly, and annual tasks. For each of them, various assignment options are offered, ranging from transaction recording to submitting an annual report to the tax office. Checklists before each task will help automatically track the number of actions performed and not lose sight of the most important things.

With an accounting checklist in Google Sheets or Excel, you can control all key processes, ensuring accuracy, deadlines, and ease of data management. Even more relevant checklist templates can be found on our website.

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Free Template
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Edit in Google Sheets
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Customize text, images, and colors
Print-ready for home or office
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How to Use and Edit This Template

1

Get Your Document

Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Excel
2

Customize Everything

Easily change colors, fonts, and layouts to match your unique style or brand identity
3

Add Your Content

Fill in your data, upload images, and replace the placeholder text with your own information
4

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