Documents to prepare for your accountant

0 of 18 completed0%

Agree the scope0/6

Confirm the accounting period covered by the request
Request a document list suited to your activity and situation
Confirm the agreed delivery date
Ask which file formats or exports the accountant prefers
Confirm the contact responsible for questions about the records
Check which records the accountant already has

Gather the requested records0/6

Gather the sales invoices requested for the period
Gather the purchase invoices and expense receipts requested
Export the requested statements from the relevant business accounts
Gather credit notes and refund records relevant to the period
Gather any requested payroll or contractor payment records
Check that scans are readable and include all pages

Prepare a clear handover0/6

Remove duplicate copies from the handover folder
List missing documents with their expected availability date
Note transactions that need an explanation
Put the records to send to your accountant in a shared folder, for example on DocBunker
Confirm the accountant has received the handover
Keep the original records according to the applicable retention rules

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What is in the documents to prepare for your accountant?

It has 18 items in 3 sections: Agree the scope, Gather the requested records, Prepare a clear handover.

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Documents to prepare for your accountant

Agree the scope0/6

Gather the requested records0/6

Prepare a clear handover0/6

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