Prepare the accountant brief and tax-filing pack
Assembles the period-end pack for the accountant — reconciliations, notable items, and a narrative briefing — so statutory filings can be prepared accurately.
In / outPeriod-end books + reconciliations + notable items → accountant pack with statutory-accounts inputs and narrative briefing
You might say…
“My accountant charges by the hour for questions I should have answered before I sent the pack. This gets the pack right first time.”
What it does
Assembles the period-end pack for the accountant — statutory-accounts inputs, reconciliations, notable items, and answers to likely queries — and drafts the narrative briefing so filings (corporation tax, VAT/GST, payroll tax) can be prepared accurately. Used at filing deadlines. Human-in-loop synthesis of the firm's books into a defensible package.
Trigger: Use at each filing deadline to prepare the accountant handoff package.
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