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
General Ledger
Fixed Asset Register
Bank Reconciliation Statements
Outstanding Queries
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