Task 3: Provide information to your accountant
Once you have completed your year-end tasks, you can send your accounting data to your accountant.
Accountants routinely ask their clients to provide financial information in an electronic format that can be loaded into their software. This makes it easier for the accountants to examine and analyse their clients’ records. After examining these records, accountants may make adjustments to the records that need to be entered into the software.
If your accountant requests an electronic copy of your accounting records, you can export your accounts list, account balance and journal entries and send this file by email or by post. You accountant can then examine your records and, if required, send you a file to import that contains adjusting journal transactions (see To import nominal journals from your accountant).