What do I bring to the accountant?

Jimmy L

Newbie
Joined
Sep 10, 2017
Messages
39
Reaction score
13
I have a appointment with the accountant this week. What do I bring with me being self employed? I asked the receptionist and she said bring everything that has to do with my business.

I have many receipts but how do I show FB advertising cost, Shopify sales, merchant fees, etc?

Any advice what to bring?

Thanks!
 
Are they going to prepare your taxes or do your bookkeeping? If tax, they may have an organizer with the information they need but at the least they will want sources of income and expenses.

You can use bank/credit card statements to show your expenses. Maybe Spotify has some way to print out to pdf all your sales
 
All major services (Facebook, Shopify etc.) has a feature to export receipts/invoices. They must have by law. Just google search where to find it, or contact the support.
 
Simple just go to the billing sections and download and print out every expense report and payment made for last year.

Bring your bank statements as well. Every report you can print then print it and bring it. Also any fees you paid for your biz print them.too come.on this is a no brainer bud.
 
Back
Top