What Documents Does My Accountant Need?
Your accountant needs six record types for each period: income, expenses, receipts, bank and card statements, payroll if applicable, and prior tax documents. Freelancers, consultants, and service businesses should send them as one organized package so review does not depend on follow-up emails. Scattered files slow month-end and tax prep. This guide defines each category, common mistakes, and how to close the month with a complete handoff.
