Bank Statements: Provide all bank statements for the applicable period, including checking accounts, savings accounts, credit card statements, and any other relevant financial institution statements.

Sales and Income Documents: Include sales invoices, receipts, cash register tapes, and any other records of income generated by the business.

Purchase and Expense Documents: Gather purchase invoices, receipts, bills, and any other documentation related to business expenses such as rent, utilities, office supplies, equipment purchases, and travel expenses.

Payroll Records: If you have employees, provide payroll records, including wage/salary details, tax withholdings, benefits information, and any other payroll-related documents.

Loan and Credit Card Statements: If your business has outstanding loans or credit card balances, provide statements and documents related to those accounts.

Asset and Depreciation Information: Include details of any assets purchased, sold, or disposed of during the period. Provide relevant information such as purchase dates, costs, and depreciation calculations.

Inventory Records: If your business deals with inventory, provide records of opening and closing inventory balances, as well as any inventory purchases or sales during the period.

Tax Filings and Documents: Share copies of your business tax returns (e.g., income tax, sales tax, payroll tax), as well as any relevant tax forms, schedules, and notices from tax authorities.

Legal and Business Documents: Include copies of business formation documents, contracts, leases, licenses, permits, and any other legal or business-related documentation.

Software Access: If you use accounting or bookkeeping software, provide your bookkeeper with access credentials, including usernames and passwords.

Communication and Notices: Share any relevant correspondence, notices, or updates received from the tax authorities, banks, or other important parties.

Changes or Updates: Inform your bookkeeper of any significant changes in your business operations, such as new partnerships, acquisitions, or changes in accounting policies.