Monthly Paperwork: Which Documents to Give Your Accountant

Accurate accounting starts with complete documents. Sending the right documents for your accountant every month saves time, avoids last-minute stress and keeps your declarations on time.

Why monthly documents matter

Your accountant uses your documents to record transactions, prepare tax declarations and build your financial statements. Missing or late documents can lead to errors, lost VAT deductions and penalties.

Your monthly checklist

• Sales invoices issued during the month, including credit notes and cancelled invoices.
• Purchase invoices from suppliers for goods, services, rent and utilities.
• Bank statements for every business account.
• Cash records, such as receipts and petty cash payments.
• Payroll information: new hires, departures, changes in salary, leave and overtime.
• Contracts and agreements signed during the month, such as leases or loans.
• Import and export documents, if your business trades across borders.

Tips to make it easier

1. Choose a fixed day each month to send everything to your accountant.
2. Keep digital copies in one shared folder, organised by month.
3. Add a short note to unusual transactions, so they are recorded correctly.
4. Keep business and personal spending separate.

How long to keep documents

Accounting and tax documents must be kept for the period required by law, so they are available in case of a tax inspection. Store them safely, in paper or digital form.

Good monthly habits turn accounting from a burden into a useful tool for managing your business.

Need help?

We will be there for any questions you may have, as they affect both your tax and financial situations. Contact Abacus at any time.