Accountants and bookkeepers do not just need totals. They need records that explain what happened and support the numbers being reviewed.
Before sharing records, check that receipts are readable, categories make sense, totals match the receipt and any unusual purchases have a short note.
Exporting clean records helps reduce back-and-forth and gives your adviser a better starting point for review.
basmate does not provide tax, accounting or financial advice. Always review records and speak with a qualified adviser about your own circumstances.