Annual Zakat Checklist

Individuals planning a repeatable annual Zakat review.

• Review date and prior record
• Asset inventory
• Valuation sources
• Nisab and Hawl assumptions
• Liability review
• Recipient verification
• Payment record
• Notes area

1. Choose and record the review date.
2. Gather ownership and valuation records.
3. Review Nisab, Hawl, assets, and liabilities.
4. Calculate, verify recipients, pay, and retain evidence.

A Zakat year is long enough to forget what you decided last time. The annual checklist is the once-a-year sweep: it walks the same ground as your previous calculation — accounts opened or closed, assets bought or sold, liabilities settled, the Hawl date itself — so this year's calculation starts from a verified picture rather than last year's assumptions.

Someone whose Hawl date falls in Ramadan would run the checklist in the preceding weeks: confirm the calculation date, pull fresh statements for every account on last year's list, note the new investment account opened in autumn, mark the car loan that was paid off, and re-source metal prices for the current date. The output is not a number — it is the confidence that the numbers you are about to enter are this year's.

The checklist does not calculate anything and does not decide whether your Hawl is complete — it prompts you to confirm the date you use and to record any interruption questions for guidance. Zakat paid in advance or in instalments during the year belongs in the notes column, not resolved by the checklist itself.

The checklist is a static download that never reports back to this site. It leads naturally into the personal worksheet for the detailed inventory, then the main Zakat calculator for the estimate itself.

• A checklist cannot resolve disputed treatment.
• Historical or missing records may need qualified guidance.