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Hand your books to your accountant

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At year-end, package everything your accountant needs in one file:

  1. Go to Ledger › Reports and open the Year-End Pack tab.
  2. Set the Fiscal year-end date (it defaults to last December 31).
  3. Click Download handover pack (.zip).

The ZIP holds the trial balance, general-ledger detail, profit & loss, balance sheet, GST/HST worksheets, and reconciliations (all as CSVs) plus every bill and invoice PDF for the year and a cover sheet. It's built to be read by a person, so it works no matter what software your accountant uses.

When they send back adjusting entries, the Upload adjusting entries panel on the same tab brings them in. This is a handover, not a filing: your accountant still prepares and files the return.

Good to know: The pack is a ZIP of accountant-readable CSVs and your source PDFs for one fiscal year: it is not a Xero or QuickBooks import file, and it doesn't file anything. Set the exact fiscal year-end date; the window is the year ending on that date.

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