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