What should I do for my Advisor or Accountant at year end?

1. Invite them to your file. Goto My Saasu and click on your subscription. From the Manage Subscription link click on Add User.
2. Have a conversation with them. Ask them what they need. Let them know that Saasu is happy to give them some free training if they are new to NetAccounts.

What information should I print or email to my Advisor or Accountant at year end?

1. Profit and Loss
2. Balance Sheet
3. Trial Balance
4. Trial Balance export to spreadsheet (CSV)
5. GST Summary
6. GST Detail