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HOW TO SEND YOUR ACCOUNTANT DATA INSTEAD OF PAPER

DO IT WITH TRUCKERSBOOKS CUSTOMIZED FOR TRUCKERS SOFTWARE

► ALL REPORTS IN THE SOFTWARE IS PRINTER READY.

► NEEDS NO FORMATTING TO PRINT.

► JUST CLICK THE PRINT ICON ON YOUR COMPUTER.

HERE IS HOW:

When you click the print icon on your computer, the system will pop-up the print options.

► Select PDF and click print. 

The system will pop-up a line asking you to add the file name. 

Change whatever name is shown to Accountant Report- Jan2016.

If that is the report month. 

Next check that you have selected the location for the report to print to your desktop.

If all that is ok, click SAVE

That will place the file ready to send on your desktop.

Now regarding the page in the program that you are sending.

For this demo it is the Accountant report

Click the link TITLED SEND TO YOUR ACCOUNTANT

This will launch your email program. 

Add or change the email address shown

Next click the attach file link

Select desktop as your file location and find the PDF file you saved to the desktop

Click insert and you are ready to send the file.

You can now add a message to your accountant or bookkeeper and click SEND

 

Reports to Send:

The Accountant Month-end Report:  CLICK TO VIEW DEMO

The GST/HST NetFile Ready Report: Click Here to View Demo

                                                                                                                                      

That's all

It is that easy to work with your accountant providing data instead of paper

This procedure works for all pages in the program. 

Always send your service provider reports or copies of worksheets instead of your bookkeeping program

Keep in mind you paid for the program and it is licensed to you.

You do not want to send your accountant or bookkeeper your program.

Just give them the information needed to file your GST/HST returns and the information needed to MANAGE THE BOOKKEEPING PROCESS and file your taxes.

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