Accountant Pack
Accountant Pack
Reports → Accountant Pack — organised records for your accountant, not a replacement.
Sample data — same screens as the product demo, with room to learn below.
SarV-Ωm — Workspace
Accountant Pack ready
ZIP prepared with Excel, CSV, Documents folder, missing-documents list, and README.
Reports
SARVΩm helps prepare organised records and supporting documents to send to your accountant — it does not replace your accountant.
Reporting period
Accountant Pack
When it is time to send records to your accountant, SARVΩm can prepare the spreadsheet and supporting documents together — no messy bills scattered everywhere.
Records marked Use: Personal are not included in this pack for your accountant. Business, Mixed, Unsure, and unset records in the reporting period above can be included.
Included in the pack
- Accountant_Report_Excel.xlsx
- Accountant_Report_CSV.csv
- Documents/
- Missing_Documents_CSV.csv
- README_for_accountant.txt
Tip: Extract the ZIP first, then open Accountant_Report_Excel.xlsx. Source document links work after extraction.
How this step works
What you're seeing
What to do
- Find it at Reports → Accountant Pack in the workspace.
- Remember: Use: Personal stays out of the pack; Business, Mixed, and Unsure (and unset) can go to your accountant in the chosen period.
- Use it to send organised records and supporting documents — your accountant still does the professional work.
- Extract the ZIP first, then open the Excel file. Source document links work after extraction because the spreadsheet and document folder need to sit together.
Why it matters
What happens next