What does your accountant need from you? The complete checklist

Your accountant can only start once you hand over your records. Give them a shoebox full of receipts and the sorting takes a lot of time — and you pay for that time. Hand over everything neatly and complete, and your accountant is faster and cheaper.

Here's exactly what your accountant needs.

The checklist: what you hand over

• Sales invoices — all the invoices you sent.
• Purchase invoices and receipts — everything you bought for the business.
• Bank statements — from your business account, over the whole period.
• VAT returns — if you already filed them yourself.
• Cash records — if you work with cash.
• Opening balance — for the first year, or last year's figures.

For the annual accounts your accountant wants this over the whole year. For the VAT return usually per quarter.

The biggest time-waster: scattered records

The problem is almost never that you're missing something. The problem is scattering: invoices in your email, receipts in a drawer, statements in your banking app. Your accountant then has to gather it all and check it's complete. That's expensive.

The fix is simple: keep everything in one place all year. Then handing over is a matter of sharing, not days of sorting.

Hand over neatly in one go with BoekBrug

BoekBrug is called "the bridge between you and your bookkeeper" for a reason. Everything you need to hand over is already together:

• Your invoices and receipts are digitised in one place. You scan receipts with your camera; the AI reads the supplier, amount and VAT.
• Your bank statement is connected, so payments are already matched to your invoices.
• At year-end a complete package is ready for your accountant.
• You share it straight with your accountant through the bridge — no more emailing folders full of PDFs. Your accountant sees what's needed and can ask questions via messages.
• Exporting invoices as UBL (e-invoice) is possible too, so they load cleanly into your accountant's software.

And your data stays yours: you can export or delete everything at any time (GDPR-proof).

That saves you and your accountant time — and so money.

Start collecting today

Don't wait until just before the deadline. From now on, capture every receipt and invoice right away. Try the scanning below, or create a free account and invite your accountant.