Coming soon · In development
Prepare the records your accountant will need.
A practical guide to dated totals, supporting records, known exceptions and specific accounting returns. Your own accounting-software subscription is optional in the planned accountant route.
No email required. Your browser’s Print command also works without JavaScript.
This worksheet has not reviewed your documents. Use the requirements and professional advice that apply to your business.
Make the handoff inspectable.
Agree the period, disclosed records and expected outcome with the person handling your accounts.
- A dated statement with invoice, verified allocation and outstanding totals.
- A manifest listing included and excluded source records.
- The supporting documents that may be disclosed.
- Known exceptions and a named person for each question.
- A specific review response, preserved when a correction creates a successor.
A question is part of the return path.
The accountant asks for visit 3’s signed acceptance. Follow the request into the operational record, then compare the original and corrected disclosure manifests.