Prepare Accounts for Your Accountant
Mark what you have for each document, add anything of your own, and get a ready-to-send note. Nothing here leaves your browser.
Handover note
What this pack is, and what it isn’t
Haven’t closed your own books yet? A year-end bookkeeping checklist walks through gathering income, expenses, and paperwork first, before this pack turns it into a handover note.
This is not tax or legal advice, and it doesn’t decide what your accountant actually needs: it’s a general, country-neutral starting list for organizing a handover, and your own accountant always has the last word on what this period requires. Everything you mark and type here is saved only in this browser’s local storage, on this device: nothing is uploaded anywhere, because this tool doesn’t have a server.
Frequently asked questions
Should I gather physical documents or digital copies?
Check with your accountant what format they prefer. Some work with digital files only, others want originals. Ask them before you go to the trouble of scanning everything.
What if I do not have every item on the list?
Mark it as “Missing” using the status buttons next to that item. There’s no per-item note field here, so if you want to explain why, add it to the “Anything unusual this period” field in the Context section instead. Your accountant will tell you if it is required or if an alternative is acceptable. Some items genuinely do not apply to every business.
Can I add questions or comments for my accountant?
Yes. The “Context” section includes fields for open questions and anything unusual that happened this period. Use these to flag anything your accountant should know about.
What do I do with the handover note the tool generates?
Copy it and send it to your accountant along with the documents. It gives them a quick summary of what you are handing over and what is missing, which can save a back-and-forth about what you forgot.
Should I print this checklist?
There’s no dedicated print button or print layout here, so your browser’s print function would just print the page roughly as you see it on screen. Since the handover note is plain text, copying it or downloading the .txt file and sending that on is usually cleaner than printing the whole page. Ask your accountant whether they’d rather have a printed copy or the note itself.
Related tools
Free download
Take a template with you
These tools run in your browser and keep nothing. If you want something that stays on your computer, there is a free invoice template for Excel: download it once, keep it forever.
Next step
Take it further, in a spreadsheet
This pack sorts one handover. The Small Business Finance Kit keeps invoices and expenses gathered all year, so next year's handover is small again instead of a scramble.
FreeFree Invoice Template
One invoice, built and ready to send. For your very first bill.
Get the free template →€7.95Small Business Expense Tracker
One workbook that logs expenses and totals the tax. For tracking spending on its own.
Get the Small Business Expense Tracker →€14.95Small Business Finance Kit
Every invoice, expense, and profit number in one workbook. For running the whole business.
Get the Small Business Finance Kit →€34.95Small Business Finance Bundle
All 6 workbooks together, at a lower combined price than buying each on its own. For the whole business, in one purchase.
Get the Small Business Finance Bundle →Etsy prices above are shown before VAT. Etsy adds VAT at checkout, based on where you're buying from.