HOW TO SEND YOUR
ACCOUNTANT DATA INSTEAD OF PAPER
DO IT WITH TRUCKERSBOOKS
CUSTOMIZED FOR TRUCKERS SOFTWARE
► ALL REPORTS IN THE SOFTWARE IS
► NEEDS NO FORMATTING TO PRINT.
► JUST CLICK THE PRINT ICON ON
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.
that you have selected the location for the report to print to your
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
Click the link TITLED SEND TO YOUR
This will launch your email program.
Add or change the email address shown
Next click the attach file link
as your file location and
find the PDF file
you saved to the desktop
and you are ready to send the
You can now add a message to your
accountant or bookkeeper and
Reports to Send:
Accountant Month-end Report:
CLICK TO VIEW
GST/HST NetFile Ready Report:
Click Here to View Demo
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.