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  2. Year-end financial checklist: Your guide to reviewing and ...

    www.aol.com/finance/financial-planning-checklist...

    2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.

  3. What Do You Need To File Taxes? A List of All the Documents ...

    www.aol.com/file-taxes-list-documents-130050948.html

    A checklist for all the information you need can make the tax preparation process easier. Often, your income and tax figures are provided to you on special forms, but sometimes you have to rely on ...

  4. Check sheet - Wikipedia

    en.wikipedia.org/wiki/Check_sheet

    A check sheet is a form (document) used to collect data in real time at the location where the data is generated. The data it captures can be quantitative or qualitative. When the information is quantitative, the check sheet is sometimes called a tally sheet. [1] The check sheet is one of the so-called Seven Basic Tools of Quality Control. [2]

  5. Generally Accepted Accounting Principles (United States)

    en.wikipedia.org/wiki/Generally_Accepted...

    All existing accounting standards documents are superseded as described in FASB Statement No. 168, The FASB Accounting Standards Codification and the Hierarchy of Generally Accepted Accounting Principles. All other accounting literature not included in the Codification is non-authoritative.

  6. Balance sheet - Wikipedia

    en.wikipedia.org/wiki/Balance_sheet

    Balance sheet substantiation is the accounting process conducted by businesses on a regular basis to confirm that the balances held in the primary accounting system of record (e.g. SAP, Oracle, other ERP system's General Ledger) are reconciled (in balance with) with the balance and transaction records held in the same or supporting sub-systems.

  7. Checklist - Wikipedia

    en.wikipedia.org/wiki/Checklist

    In general, a checklist is a quality management tool, an aid to completing a complex task correctly and completely. It is an aid to recall, provides a reminder of the correct sequence, and uses the operator's knowledge and skill efficiently to ensure that no critical steps are omitted, even when the operator is under stress or has degraded attention due to fatigue or other distractions, It ...

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  9. Spreadsheet - Wikipedia

    en.wikipedia.org/wiki/Spreadsheet

    LANPAR innovated forward referencing/natural order calculation which didn't re-appear until Lotus 123 and Microsoft's MultiPlan Version 2. In modern spreadsheet applications, several spreadsheets, often known as worksheets or simply sheets, are gathered together to form a workbook. A workbook is physically represented by a file containing all ...

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