ChangeChecklist

Accountants and business advisors

Closing a business intake

What a client needs to close, cancel, keep and export when they wind down a business.

Never write passwords, recovery codes, one-time codes, card numbers or account numbers on this form. Note where something is, not the secret itself.

Close your business

Same questions as the business closure plan, so the answers map straight onto a checklist.

About the business

  1. How is the business set up?

    • [ ] Sole proprietor or sole trader
    • [ ] Partnership
    • [ ] Corporation, LLC or limited company
    • [ ] I'm not sure

  2. Can the business pay everything it owes?

    • [ ] Yes
    • [ ] Not sure
    • [ ] No, or probably not
Employees and customers

  1. Do you have employees?

    [ ] Yes   [ ] No   [ ] Not sure

  2. Do you owe customers anything after you close?

    • [ ] Deposits, prepaid services or account credits
    • [ ] Gift cards or vouchers
    • [ ] Active subscriptions or memberships
    • [ ] Open orders, warranties or ongoing support
Money and obligations

  1. Are you registered for sales tax, GST/HST or VAT?

    [ ] Yes   [ ] No   [ ] Not sure

  2. Do you take card or online payments?

    [ ] Yes   [ ] No   [ ] Not sure

  3. Do you have a lease, loans, equipment finance or long-term contracts?

    [ ] Yes   [ ] No   [ ] Not sure

  4. Does the business hold licences or permits?

    [ ] Yes   [ ] No   [ ] Not sure

Online accounts

  1. Which of these does the business have?

    • [ ] A website domain
    • [ ] Email on your own domain
    • [ ] Google Business Profile
    • [ ] Social media accounts
    • [ ] Software subscriptions (accounting, CRM, booking and similar)

Want clients to fill it in online instead? Embed the planner on your site.