GUIDE
Do not let the handover become another accounting backlog.
Request the accounting database, chart of accounts, trial balance, ledgers, bank reconciliations, VAT files, Corporate Tax records, fixed asset register and supporting schedules. Confirm system and user access before the previous accountant leaves.
Use a documented handover checklist.
- Accounting software access
- Bank and payment platform access
- Trial balance and general ledger
- VAT returns and working papers
- Corporate Tax records
- Customer and supplier ageing
- Outstanding reconciliation issues
- Upcoming filing deadlines
Inbooks editorial note
Written for UAE business owners and finance teams. Regulatory details can change, so confirm the current FTA or relevant authority guidance for your facts and filing period before acting.