Exporting for Your Accountant

Share your financial data with your accountant or tax practitioner efficiently.

Overview

When working with an accountant, they'll need access to your financial records. ProcessX makes this easy with comprehensive export options designed for professional review.

What Your Accountant Needs

Typically, accountants require:

Essential Documents

Income summary
Expense summary with categories
Profit & Loss statement
Receipt copies or access

Tax-Specific Documents

Deduction summary
Travel logbook (if applicable)
VAT summary (if VAT registered)
Tax computation estimate

Supporting Documents

Bank statements (from your bank)
Invoices issued
Major contracts

How to Export

Option 1: Individual Reports

Export each report separately:

Go to Reports

Select the report type

Choose date range (usually full tax year)

Click Export and select PDF or Excel

Option 2: Comprehensive Package

Export all reports at once:

Go to Reports > Export All

Select the tax year

Choose what to include

Click Download Package

You'll receive a ZIP file with all reports.

Option 3: Grant Access

Invite your accountant to view your ProcessX account:

Go to Settings > Team

Click Invite Member

Enter accountant's email

Select Accountant role (read-only)

They receive access to view your data

Export Formats

What to Include

For Annual Tax Return

For Provisional Tax

For VAT Returns

Format	Best For
PDF	Final reports, easy viewing
Excel	Analysis, verification
CSV	Importing to accounting software
Document	Purpose
Income Summary	Total revenue for ITR12
Deduction Summary	Total deductions for ITR12
Tax Computation	Estimated tax calculation
P&L Statement	Overall financial position
Travel Logbook	Vehicle deduction support
Document	Purpose
Year-to-date Income	Estimate annual income
Year-to-date Expenses	Estimate annual deductions
Tax Estimate	Provisional payment amount
Document	Purpose
VAT Summary	Output and input VAT
Income with VAT	VAT on sales
Expenses with VAT	Claimable input VAT

Preparing Clean Data

Before exporting, verify:

All income recorded: Check against bank deposits

All expenses captured: Review bank statements

Correct categories: Expenses properly classified

Receipts attached: Documentation complete

Period correct: Right date range selected

Working with Your Accountant

Initial Handover

When first engaging an accountant:

Export full history available
Explain your business operations
Share access credentials if granting access
Schedule kickoff meeting

Ongoing Monthly

Export monthly summaries
Flag any unusual transactions
Note questions for them
Keep communication regular

Year-End

Export complete tax year data
Include all supporting documents
Answer their questions promptly
Review before submission

Security Considerations

When sharing data:

Use secure file transfer
Don't email sensitive data unprotected
Use ProcessX's accountant access feature
Verify accountant's identity
Keep access updated

Common Questions

What if my accountant uses different software?

Excel and CSV exports work with most accounting software. Your accountant can import the data.

Do I need to print receipts?

No. Digital copies exported from ProcessX are SARS compliant. Your accountant can review them digitally.

How far back can I export?

ProcessX retains your data for as long as your account is active. You can export any historical period.

Last updated: March 2025