Sole trader end of year report

I’m sorry this might be a dumb question and I have searched but not really got an answer.

I am a sole trader and use an accountant to do my tax return, what is the best report to send him so he has the least work to do?

Thanks, sorry if it’s an obvious answer.


Hi @Steve_P

It may be worth asking your accountant which reports they’d like. They should be able to tell you what they need and then if you’re not sure how to create these reports in QuickFile then we can help.

You can also add your accountant as a user and give them access to your account so then they can create and download the reports they want that way?

I would suggest the trial balance is the best report to send him.

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