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Checklist: Documents for the accountant

Monthly or yearly documents from the client.

  1. 1. Sales invoices

    An export from your invoicing software, or PDFs in one ZIP.

    File

  2. 2. Purchase invoices and receipts

    Photos of receipts are fine, put them in one ZIP or PDF.

    File

  3. 3. Bank statements

    PDF or CSV for the whole period.

    File

  4. 4. Cash book

    File, optional

  5. 5. New contracts, loans, assets

    What has changed: a car, a lease, a new employee, a grant.

    Text, optional

  6. 6. Were there any cash sales in the period?

    Multiple choice: No, Yes, records attached

  7. 7. Questions for the accountant

    Text, optional

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