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Check your handover to the tax adviser for gaps Prompts

Compares the documents you plan to hand to your accountant with your situation and shows which files, months or details are still missing before questions come back.

Area
Finance & accounting
Level
Beginner
Good for
  • Put together year-end documents as a freelancer
  • Quarterly or year-end handover
  • First handover to a new accounting firm

How it works

  1. List what you plan to hand over: folders and file names are enough, no account numbers.
  2. Describe your situation briefly, such as legal form, staff, cash, car, home office.
  3. Clarify every open question directly with your adviser.

To copy
Check my handover to the tax adviser for gaps. Do not give tax advice, do not book anything and do not calculate any tax.
Period: [year or quarter]
My situation: [situation]
What I plan to hand over (folders, file names, periods):
[paste list]
What the adviser asked for (if known):
[paste request]

Check:
1. Periods: are bank statements, credit card and payment service statements complete from the first to the last day? Name missing months.
2. Counterparts: do invoices and payments match, as far as my list shows?
3. Situation: which documents typically belong to my situation but are missing from the list? For example cash records, payroll documents, vehicle records, contracts with running costs, larger purchases, letters from the tax office.
4. Form: duplicate files, unclear file names, photos instead of original files for electronic invoices.

Output:
- table: area | present | missing | unclear | question for the adviser
- to-do list, sorted by effort
- short message to the adviser with the open questions
Rules: what may belong to my situation is a suggestion to ask about, not a mandatory list. Do not invent amounts, deadlines or rules.