October 2026 · Marlow & Finch

Month close

VAT due 7 Nov

Close is a sequence, not a button. Each step clears before the next one matters.

Steps cleared

0 of 6

Nothing filed yet

Open steps

3

Waiting on a person

Items outstanding

47

Lines and entries across the open steps

The sequence

Top to bottom, in the order the month has to happen.

  1. 1
    Reconcile the current accountOpen10 bank lines waiting on a match or an entry
    10to goReconcile
  2. 2
    Code every uncoded entryOpen7 entries without an account
    7to goCode entries
  3. 3
    Clear the open entriesOpen30 entries reviewed, not yet cleared
    30to goReview entries
  4. 4
    Send statementsDrafted3 client statements drafted, none sent
    3to go
  5. 5
    File the VAT returnDraftedQuarter three, due on 7 Nov
  6. Step 6, locked
    Close OctoberDraftedUnlocks once every step above clears