What to give your accountant.

Steps required for your 'End of Year Return'.

First of all you need to ensure all rents, expenses and mortgages have been entered and are correct. If you are regularly entering and checking you will only need to go to 'Fifth' below and produce the 'End of Financial Year Information' report. The report is suitable either for yourself (if you do your own return) or to give to your accountant. You could set-up 'Special Access' for your accountant so the accountant can print the report themselves. If your accountant/property manager does everything they can set-up 'Special Access' so you can produce the report for your own information.

If you click on the links below to go to the reports, the reports will be opened in a new window. Each following report will be opened in the same window. You will need to go to the report window to see the report.