Bookkeeping Handover Checklist

Records and access details needed before monthly bookkeeping begins.

Bookkeeping form

Records for a clean bookkeeping handover

This checklist helps a business prepare the documents and access details needed before monthly bookkeeping starts.

Accounting software access and bank feed status.
Bank, credit card and loan statements for the handover period.
Sales invoices, supplier bills, receipts and expense claims.
VAT scheme details, payroll journals and opening balances.

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