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Accounting & Tax

Audit Support Package template

A ready-to-send request that collects trial balance, general ledger and fixed asset register, plus 2 more. Send it as one link; they fill it in on their phone with no account, and each item ticks off as it arrives. Change any field before you send.

Free to start, 5 requests a month, no card.

What it asks for (5 items)

Audit Documents

Trial Balance

File upload

General Ledger

File upload

Fixed Asset Register

File upload · optional

Bank Reconciliation Statements

File upload

Outstanding Queries

Long text · optional