# Documents to prepare for your accountant

Prepare a clear handover for your accountant: confirm the period, gather requested records and flag missing files and unexplained transactions.

## Agree the scope

- [ ] 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 records

- [ ] 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 handover

- [ ] 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](https://docbunker.app/en)
- [ ] Confirm the accountant has received the handover
- [ ] Keep the original records according to the applicable retention rules

- Items: 18
- Live page: https://listomancy.com/accountant-document-preparation-checklist
- Export: https://listomancy.com/export/accountant-document-preparation-checklist.md, https://listomancy.com/export/accountant-document-preparation-checklist.csv, https://listomancy.com/export/accountant-document-preparation-checklist.txt

Source: Listomancy (https://listomancy.com). Duplicate this list to edit it: https://listomancy.com/create?from=accountant-document-preparation-checklist