SUMVRAHELP CENTRE

Accountant Pack

What can I give my accountant?

BusinessPro

Quick answer

Prepare an Accountant Pack for the period requested. Review the summary, records and linked evidence before sharing it through an agreed secure method. The accountant can use the pack without being given unrestricted access to the customer’s computer.

Step by step

  1. Choose the period your accountant requested.
  2. Prepare the Accountant Pack and review the summary, records and linked evidence.
  3. Correct anything that is missing before creating the final pack.
  4. Share it only through a secure method agreed with the accountant.

Before you finish

Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.

Still need help?

Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.