Keep the period clear.
Choose the period you are preparing. A defined period makes it easier to check the missing list and keep follow-up focused.
Bring the evidence together.
The accountant upload link helps collect documents. Matching and the missing list help identify what still needs attention before the pack is ready.
Hand over the useful part.
Use the audit pack for the chosen period and expense report PDFs for team expenses. DoReceipts manages receipt evidence; full bookkeeping belongs in DoLedger.
Product information is based on the supplied brief. Example figures are illustrative. This article is not accounting, tax or legal advice.