Give the accountant the record and the question, not just a total.
A handover is easier to review when the business records arrive with their evidence, purpose and unresolved items still visible.
Before handover
Review the records for missing evidence, unclear business purpose and entries that have changed since they were first recorded. The aim is not to make every item look finished. It is to make the state of the records easy to understand.
- Check that business and personal information remain separated.
- Connect available receipts and supporting documents to the right entries.
- Add business-purpose context where the merchant or description does not explain the reason.
- Leave unresolved questions visible instead of guessing.
Keep open questions visible
If an entry needs professional judgement, mark the question clearly. A reviewer can work faster when they know which records are complete and which ones need discussion.
Examples include unclear business use, missing evidence or a correction whose reason needs explaining. These examples identify review needs, not tax conclusions.
Keep the evidence relationship intact
A folder of receipts is more useful when each document can still be related to the business record it supports. The same applies to invoice records, payment context and later corrections.
The professional keeps the judgement
TRENIC is designed to prepare and organise records. It does not approve tax treatment on behalf of an accountant or replace qualified professional advice.