What are the documents that I should send to my accountant to file my taxes?

Once you have ensured that there are no loose ends in your accounting, you can send the following documents to your accountant:

  • Financial Reports: Profit & Loss, Cashflow Statement, and Balance Sheet
  • Inventory Summary report (to prepare a cost of goods schedule)
  • List of capital assets activity (available in Chart of Accounts)
  • Bank and credit card statements (available in your respective bank account)
  • Mileage Expense by Employee report
  • Tax Report: Tax Summary

Note: Keep in mind that in addition to these, you may be required to provide additional documents based on the nature of your business. It is recommended that you talk to your accountant to get a complete list of all the documents that you may need.  

You can invite an accountant to your Zoho Books organization and reduce the time spent on exporting the reports and manually sending them to your accountant. Learn more about the Accountant role in Zoho Books.

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