Sharing Expense Documents with Your Accountant: The Complete Package
One of the most frustrating parts of working with an accountant is the document chase — emailing receipts one by one, exporting spreadsheets, printing invoices. Eurobillr eliminates this entirely. Your accountant gets everything they need in a structured, downloadable package — or direct read-only access to your account — without any manual preparation on your part.
What Your Accountant Actually Needs
A Belgian accountant working on your VAT returns and income tax declaration needs:
- All outgoing invoices — with dates, amounts, VAT, client VAT numbers
- All incoming expenses — with receipts, vendor details, VAT amounts
- Bank statements — to reconcile payments received and made
- Quarterly summaries — VAT collected, VAT recoverable, net position
- Annual totals — total revenue, total deductible expenses, taxable profit
Eurobillr generates all of this automatically from your invoices and expenses.
The Accountant Export Package
At any time — quarterly or annually — you can generate a complete accountant package from Eurobillr:
- Invoice list PDF — all outgoing invoices for the period with totals
- Expense report PDF — all expenses with categories, VAT breakdown, deductibility
- Receipt ZIP — all source documents (scanned receipts, PEPPOL XML invoices, uploaded PDFs)
- CSV export — structured data for import into accounting software
- VAT summary — quarterly VAT position ready for return preparation
- P&L summary — revenue, expenses, and estimated taxable profit
Direct Accountant Access
Instead of sending files, you can give your accountant direct read-only access to your Eurobillr account. They log in with their own credentials and can view all your data, download reports, and export what they need — without being able to create or modify invoices.
This eliminates:
- Email attachments and file version confusion
- Missing receipts discovered weeks after the quarter closes
- Manual re-entry of your data into their accounting software
CSV Import into Accounting Software
Eurobillr's CSV export is structured for direct import into popular accounting software used by Belgian accountants:
- Winbooks
- Bob50 / Sage BOB
- Exact Online
- AccountView
- Any software that accepts standard CSV/Excel import
The CSV includes all fields the accountant's software needs: journal codes, account codes, VAT codes, amounts, and reference numbers.
PEPPOL Invoices in the Accountant Package
All incoming PEPPOL invoices received from your suppliers are automatically stored in Eurobillr with their original XML data. The accountant package includes both the human-readable PDF and the structured XML — so your accountant's software can import PEPPOL data automatically rather than re-entering it manually.
How Often Should You Share with Your Accountant?
- Quarterly — for VAT return preparation (before the 20th of the month following the quarter)
- Annually — for income tax declaration (before end of June)
- On request — for FOD audits or specific questions
With Eurobillr's direct access feature, your accountant can pull the data themselves when they need it — no waiting for you to send files.