A tidy set of exports saves your accountant time and saves you fees. Knowing what they need, and asking early, avoids a scramble at year end.

What they usually ask for

Ask your accountant for their exact list.

  • Sales and VAT summaries by period
  • Supplier invoices and payments
  • Payroll summaries with PAYE, UIF and SDL
  • Stock on hand at year end
  • Bank statements matched to transactions

Agree the format

Ask which file types they can import directly. A system that exports in the right layout means no retyping and fewer mistakes.

Schedule it

Set up a monthly export rather than a yearly panic. Small, regular files are easier to check than one huge one.