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Please Provide the Following Documents under the My Accountant Share Document Section:
Business Documents:
Articles of incorporation or business formation
Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB.
EIN Letter from IRS
Max. file size: 1 GB.
Tax Documents:
Prior Year Tax Returns – Last 3 years
Max. file size: 1 GB.
Financial Documents:
Copies of monthly bank statements
Max. file size: 1 GB.
Copies of credit card statements
Max. file size: 1 GB.
Copies of loan agreements & statements
Max. file size: 1 GB.
Current financial reports – generated from QuickBooks, Wave, Excel or any other source) (Note, please disregard if Blue is connected to your current bookkeeping software)
Max. file size: 1 GB.
Most recent account reconciliations ) (Note, please disregard if Blue is connected to your current bookkeeping software)
Max. file size: 1 GB.
Spreadsheet of all cash transactions (We can provide you with a sample expense spreadsheet, if needed)
Max. file size: 1 GB.
Bookkeeping To Dos – **These must be completed in order for Blue to start the bookkeeping service**
Add Blue Accounting, Tax and Consulting to the Quickbooks
Link to instructions:
Add accountant users in QuickBooks Online (intuit.com)
Link all banking and credit cards to Quickbooks.
Link to instructions:
Connect bank and credit card accounts to QuickBooks Online (intuit.com)
