ReceiptTrack

How to prepare sole trader records for an accountant

To prepare records for an accountant, send clear income totals, expense categories, receipt evidence, bank records, mileage logs, payroll or employment documents if relevant, and a short list of questions. The goal is to reduce detective work. Your accountant can advise on judgement calls, but they need clean evidence to review. A practical accountant handoff guide so you send useful records, not a mystery pile.

Key takeaways

• Accountant handoff is easier when records are grouped by income, expenses, mileage and questions.
• Send context for unclear purchases instead of expecting the accountant to guess.
• Monthly exports are usually better than one rushed January dump.
• ReceiptTrack can organise proof and categories, but accountant judgement still matters.

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