QuietInvoice

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 details

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Income
  • Sales invoices for the period
  • Credit notes issued
  • Other income records
    Bank
    • Business bank statements for the full period
    • Statements for any savings or deposit accounts
    • PayPal/Stripe/payment provider statements
      Expenses
      • Purchase invoices and receipts
      • Recurring subscriptions list
      • Mileage log (if claiming)
      • Home office costs (if claiming)
        Assets and loans
        • New equipment purchases over the period
        • Loan or financing statements
        • Prior year closing figures or last year's accounts
          Context

          Handover note

          What this pack is, and what it isn’t
          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.
          Related tools
          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 →
          €4.95Small 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 →