ReceiptTrack
How to prepare your records for an accountant
Prepare your accountant by sending clean income records, expense receipts, bank statements, VAT records if relevant, payroll details if relevant, and a short list of questions or unclear items. The cleaner the handoff, the less time they spend chasing missing evidence. A good accountant pack is organised by period, income source, expense category, bank evidence, VAT/payroll status where relevant, and open questions. It should show what is clean, what is missing and what needs judgement. A practical handoff guide so your accountant gets clean records instead of a mystery folder.
Key takeaways
- Your accountant needs context, not just files.
- Unclear items should be labelled instead of hidden.
- A monthly handoff is easier than a full-year scramble.
- The best accountant pack is honest about uncertainty.
- Grouped questions are better than scattered messages across the year.
- Sending records early gives the accountant time to advise instead of only process.