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Year-end pack for your accountant

Everything for one tax year in a single download, ready to send.

  1. Go to Tax and deadlines and pick the tax year.
  2. Under For your accountant, choose Download pack.
  3. Send the zip to your accountant, or invite them so they can download it themselves.

The pack has spreadsheets (CSV) of invoices issued, money received, expenses with their Self Assessment category, mileage and credit notes, a summary of the tax estimate, a PDF of each invoice and your receipts.

Everything comes from what's recorded in Fenquist, and the summary is an estimate on the cash basis. Your accountant prepares the actual return.

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