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What do I bring to the accountant?

Discussion in 'Business & Tax Advice' started by Jimmy L, Mar 27, 2018.

  1. Jimmy L

    Jimmy L Newbie

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    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!
     
  2. smashface

    smashface Newbie

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    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
     
  3. kromik100

    kromik100 Jr. VIP Jr. VIP

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    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.
     
  4. DigitalCity

    DigitalCity Power Member

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    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.