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Prepare the auditor pack for annual financial statements

Updated 17 Oct 2026 · About 1 min read

  1. Make sure the year is complete: all invoices, payments, expenses, bank transactions and director claims are recorded and receipts attached.
  2. Upload bank statements, last year's accounts and contracts to Company › Document vault.
  3. Open Finance › Financial reports and tap Auditor pack (top right). Choose the period within one financial year, tick Include all attachments, add handover notes (e.g. "depreciation not yet posted"), then tap Generate & download pack (.zip).
  4. Send the ZIP to your auditor or tax agent.

The pack contains printable HTML reports (save as PDF), trial balance, ledgers for all accounts, journals, invoices, payments, expenses and a bank schedule. It is a record pack for review — the auditor still prepares and signs the audited statements.