ISTech Support Forum - what printouts do you send your CPA?

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what printouts do you send your CPA? (Read 4305 times)

Laura D. Oliver

Active Member

Posts: 985
Gender: female

what printouts do you send your CPA?
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.

Laura D. Oliver
classic DBA since 1997
EVO on Amazon server as of 5-2022
DIXIE PRECISION INC.
Birmingham, Alabama
(205)- 841-8400

www.dixieprecision.com

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Kelloggs Active Member Do crazy people know they are crazy? Posts: 784 Gender:	Re: what printouts do you send your CPA? Reply #1 - 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 Kelloggs
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Laura D. Oliver Active Member Posts: 985 Gender:	Re: what printouts do you send your CPA? Reply #2 - 03/04/22 at 08:42:04 Thank you. That is helpful.
Back to top	Laura D. Oliver classic DBA since 1997 EVO on Amazon server as of 5-2022 DIXIE PRECISION INC. Birmingham, Alabama (205)- 841-8400 www.dixieprecision.com IP Logged

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