---
title: Send to my CPA
summary: The three exports your CPA actually wants, how to generate each, and a copy-pasteable email template.
order: 5
---

# Send to my CPA

CPAs work in a small set of standard reports. Send them
the three below and you'll save both of you a round trip.

## The three exports

| Report | Why your CPA wants it |
| --- | --- |
| **Trial Balance** | The definitive snapshot — every account, every balance, as of a date. Their first sanity check. |
| **General Ledger detail** | Every transaction with debit/credit. The receipts for the Trial Balance. |
| **P&L + Balance Sheet** | The two statements they'll hand to anyone else (lenders, IRS, investors). |

To generate:

- **Trial Balance** → Reports → Trial Balance → date
  → Export PDF.
- **General Ledger detail** → Reports → General Ledger
  → period → Export CSV or PDF.
- **P&L + Balance Sheet** → Reports → Financial Statements
  → period → Export PDF.

## Email template

Copy this, edit the bracketed bits, send:

> Subject: [Q1 2026] books for review
>
> Hi [CPA name],
>
> Attached are the three reports for [Q1 2026]:
>
> - Trial Balance as of 3/31/2026
> - General Ledger detail for Q1
> - P&L + Balance Sheet for Q1
>
> I'd like your eyes on [tax filing / cash flow / year-end planning / specific question]. Let me know if you want anything else.
>
> Thanks,
> [Your name]

## Before you send: the trial-balance check

Open the Trial Balance. The Debits column total and the
Credits column total **must match to the cent**. If they
don't, you have a data problem your CPA can't fix from
the export — fix it on your end first, then re-send.

## What your CPA may also want to know

If your CPA asks about the audit trail (what's preserved,
what's signable, what an external auditor would accept),
point them at [the audit-trail page](/docs/accounting/for-accountants/audit-trail).