Accounts disclosure checklists: what you need to know

30 Aug 2023

Dave Rowley CPFA takes you through the basics of selecting, using and completing a disclosure checklist to finalise accounts following the launch of Croner-i’s disclosure checklist software

Picture the scene; it’s late on a Friday and you’re close to the deadline. The responsible individual (RI) is due to sign the opinion early next week, or perhaps the finance director is waiting to approve the draft accounts.

You’re just wrapping up some final bits and pieces and dreaming about a well-earned weekend when the boss stops by your desk. ‘You’ve run it through the disclosure checklist, right?’ they say, casually grabbing their coat and heading for the door as your heart sinks.

We’ve