Template-led
Accountant Monthly Pack Builder
Build a month-end paperwork checklist and cover note for your accountant from invoices, statements and CIS/VAT items.
Accountant note
5 checklist items still missing.
Hi, here is the paperwork pack for Wareing Construction for May 2026. I have included Supplier invoices, Sales invoices, Bank statement. Still missing or worth checking: Supplier statements; Receipts and fuel; CIS deductions; VAT reverse charge invoices; Credit notes and refunds; MKM May statement; Two fuel receipts; CIS statement from main contractor.
What it is for
Built for real merchant paperwork, not generic accounting.
A practical month-end list for small builders who need to send invoices, receipts, supplier statements and awkward tax notes to their accountant in one pass.
Covers supplier invoices, merchant statements, receipts, sales invoices, CIS and reverse charge notes.
Helps accountants ask for fewer follow-up documents.
Naturally shows which paperwork is worth sending in for a closer invoice check.
Guidance note
Monthly accountant pack checklist
Reviewed by ConstructionIntel on 14 June 2026.
A useful monthly accountant pack for a small building firm groups paperwork by what the accountant needs to reconcile: supplier invoices, supplier statements, credit notes, payments, receipts, sales invoices and CIS or VAT reverse charge notes. The aim is not to rewrite the accounts, but to send a complete pack with the awkward supplier questions called out.
Include supplier invoices and statements together so balances can be reconciled.
Keep credit notes, refunds and payment references near the invoices they relate to.
Flag CIS or reverse charge invoices separately so the accountant can review tax treatment.
Add a short cover note listing missing paperwork and supplier queries still open.
What happens next
If it looks odd, send the invoice.
You get a missing-items list and a short cover note you can paste into an email to your accountant.
Send the invoice