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Evo-ERP and DBA Classic >> General DBA Topics >> what printouts do you send your CPA?
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Message started by Laura Oliver on 03/02/22 at 15:29:33

Title: what printouts do you send your CPA?
Post by Laura Oliver on 03/02/22 at 15:29:33

What DBA/EVO reports do your send your accountant at the end of the period?
What printouts should a CPA need?
Does DBA/EVO have all the reports your CPA needs.

I ask because I have been sending hand done reports to our CPA for over 40 years. I have been transferring DBA/EVO reports to match what I did pre-1997 before DBA. I am not getting any younger so I better figure out what would be easy for whoever takes my place one day.

Thanks,
Laura

p.s Yes we have had the same CPA for over 40 years.

Title: Re: what printouts do you send your CPA?
Post by Kelloggs on 03/03/22 at 08:45:27

GL-C Print GL Transactions
GL-E Print GL Detailed Trial Balance
GL-F Print Financial Statements

IN-F Print Inventory Value
JC-M Print WIP Summary

We don't use payroll

;D
Kelloggs

Title: Re: what printouts do you send your CPA?
Post by Laura Oliver on 03/04/22 at 08:42:04

Thank you. That is helpful.