What to Actually Give Your Accountant as a Freelancer
In short: A US freelancer should give their accountant expense totals already sorted into Schedule C categories, the receipt behind each expense, every 1099-NEC and 1099-K plus a record of income that came without a form, the prior-year return, and the dates and amounts of any quarterly estimated payments. Send it in February, not on April 14, ideally as both a PDF and a spreadsheet.
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How to Export Your Expenses for Your Accountant in Minutes
In short: Give your accountant a categorised expense report covering 1 July to 30 June for your Australian tax return, or the relevant quarter for BAS. Show each expense's date, vendor, description, ATO-aligned category, GST-inclusive total and GST amount, add category, GST and grand totals, and make the receipt images accessible. Provide a PDF for quick review and an Excel file your accountant can import.
Read MoreHow to Organise Your Receipts Before Sending Them to Your Accountant
In short: Scan paper receipts as soon as possible (the ATO accepts digital copies), sort everything by expense category and then by date, and send your accountant category totals, a detailed transaction list, the organised receipt images, bank statements for every business account, and notes flagging mixed-use items, large purchases and unusual expenses. Organised records take your accountant less time, which means lower fees and fewer missed deductions.
Read MoreHow Taxr Helps Accountants with Client Expense Reports
In short: With Taxr, clients scan each receipt in the mobile app when they get it, the AI reads the date, vendor, amount and GST and suggests a category the client confirms, and at tax time the client exports a categorised Excel or PDF report. Accountants review the figures instead of keying in receipts, and the free portal at portal.taxr.io shows linked clients' receipts with photos and categories.
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