Task 3: Provide information to your accountant
Once you have completed your year-end tasks, you can send your accounting data to your accountant.
Accountants routinely ask their clients to provide financial information in an electronic format that can be loaded into their software. This makes it easier for the accountants to examine and analyse their clients’ records. After examining these records, accountants may make adjustments to the records that need to be entered into the software.
If your accountant requests an electronic copy of your accounting records, you can export your accounts list, account balance and journal entries and send this file by email or by post. You accountant can then examine your records and, if required, send you a file to import that contains adjusting journal transactions (see To import nominal journals from your accountant).
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If your accountant wants you to include journal entries in the export, select the Include Journal Entries in Export File option.
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In the Dated to end of field, select the month up to and including which you want to export transactions.
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Email—If you want to email the file, select your accountant’s name in the Email to field and then click email. The email address entered on the accountant’s card will be used when the email is created in your email program. The default name for the export file is companyfilename.MYE.
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Disk—If you want to save the file to disk and send it by post, click Disk. Enter a name and location for the export file in the window that appears. The default name for the export file is companyfilename.MYE. You can change the file name if you want but you must retain the ‘.MYE’ extension. Click Save.
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