Communicating with Your Accountant

Unless you are one of those people who do their entire accounting and statutory returns themselves, you will from time to time need to send information to your accountant. The easiest thing to do is to send them a backup copy of your MoneyWorks document—unfortunately this presupposes that they have MoneyWorks, and not all accountants have the necessary degree of enlightenment for this.

If your accountant just wants a report, you can simply print or email one directly. Typically they will be interested in the Trial Balance, Profit & Loss, and Debtors/Creditors reconciliation reports. They might also want a detailed breakdown of one or more accounts—use the Account Enquiry for this, printing out the movements from this screen, or, even better, highlight the required accounts in the Accounts list and click on the Ledger Report sidebar report.