The accountant package
Assemble everything your accountant needs into one download.
What's in it
A Complete Accountant Package bundles every report for the period — Transaction Detail, Income/Expense/COGS Summary, GST/HST Preparation Summary — together with the authorized source receipts behind them, in a single download. It's the difference between sending your accountant five separate exports and a folder of loose images, and sending one organized package that already tells the same story twice: once as numbers, once as documents.
Assembling one
- 1Make sure the period's transactions are actually approved — a package built mid-review will include an incomplete picture.
- 2Choose the client and period, and generate the Complete Accountant Package.
- 3Download it and send it however you'd normally share files with your accountant.
Before you send it
ImportantA package is clearly labeled as prepared for review — it is not a filed return, and generating one doesn't submit anything to the CRA. Your accountant still does the actual accounting and filing work; this package is what makes that work start from organized information instead of a shoebox.
- Check the Missing Documents and Review Exceptions reports first — a clean package is one with nothing outstanding in either.
- If something looks off in a total, it's faster to fix the underlying transaction and regenerate than to explain the discrepancy after sending.