Records
- Invoices grouped by direction and fiscal year
- Expenses by category with linked receipts
- Tax documents and supporting files
Export · Accountant handoff
Accountant-ready export
Turn organized invoices, expenses, receipts, documents, and tax files into a year-end package an accountant can review without rebuilding it first. Accountant-ready means structured for review — not tax-compliant or officially filed.
Accountant-ready is not the same as filed
An accountant-ready export is organized source material for review. It does not mean your records are tax-compliant, and it is not an official filing or submission to any tax authority. Cash Workspace does not file returns or provide tax advice — a qualified professional owns those decisions.
Checklist
Accountant-Ready Export Checklist
Run this before handing records to an accountant. Static example checklist — accountant-ready means organized for review, it does not guarantee tax compliance.
- Confirm fiscal year
- Review invoice records
- Review expense records
- Link receipts to expenses
- Review tax documents
- Check missing records
- Add notes/comments where needed
- Export records for accountant review
What goes in the package
What an accountant-ready package contains
Review before export
- A pass to confirm records are categorized
- A check for documents still waiting for review
- A fiscal-year package assembled for handoff
What export can help with
- Faster accountant review of structured records
- Fewer back-and-forth requests for missing files
- A consistent year-over-year handoff pattern
What export does not guarantee
- It does not guarantee tax compliance
- It does not file or submit anything
- It does not replace professional review
How it helps
How Cash Workspace helps build the package
Invoices
Track issued and received invoices by direction, status, and fiscal year so income records stay connected to clients and documents.
Expenses
Record business spending by category and date with a link back to the receipt or supplier invoice that supports each entry.
Documents
Upload and organize receipts, invoices, contracts, and tax files into fiscal-year folders so nothing is scattered across email and drives.
Year-end export
Assemble an accountant-ready package grouped by fiscal year and direction, so a professional reviews structure instead of rebuilding it.
Related
Related guides
Tax Prep workspace preview
See a sample workspace with example records before you sign up.
Tax Prep overview
Country workflows and preparation maps in one place.
Tax export template
AvailableGroup records by fiscal year and direction for handoff.
Documents
Fiscal-year folders that feed the export.
Expenses
Categorized spending with linked receipts.
Invoices
Issued and received invoices by direction.
Hand your accountant a package, not a shoebox
Assemble invoices, expenses, receipts, documents, and summaries into one organized year-end export.