Create Checklist

Set up a new checklist for a client with tasks and documents.

Checklist Details
Basic information about the checklist

Optional description for the checklist

Optional target date for completion

Checklist Items
Add tasks that need to be completed

Bank statements

All bank account statements for the period

Client

Photo ID

Current valid photo identification

Client

Proof of address

Utility bill or bank statement

Client

Sales invoices

All sales documentation

Client

Purchase invoices

All purchase documentation

Client

Payroll details

Salary and wages information

Client

Add Item

Summary

Name

Not set

Client

Not selected

Due Date

Not set

Items

6 tasks

Cancel