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January arrives and your accountant sends the same email: “I need your P&L, balance sheet, payroll summary, and any 1099s you issued.” Maybe they also ask about fixed assets, mileage, or specific receipts. The faster you get them clean data, the faster your taxes get filed — and the smaller your bill for their time. Here’s how to pull everything together from Pluvel.

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What accountants typically need

For annual tax returns, your accountant usually needs:
DocumentPurpose
Profit & Loss statementIncome and expenses for the year
Balance SheetAssets, liabilities, equity
Bank statementsVerify transactions
Payroll summaryWages, taxes, benefits
1099 summaryContractor payments
Fixed asset listDepreciation calculations
Mileage/travel logDeduction documentation
ReceiptsExpense verification

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Export financial reports

1

Go to Reports

Click Reports in the sidebar.
2

Run each report

For tax year (e.g., January 1 - December 31, 2025):
  • Profit & Loss — Full year
  • Balance Sheet — As of December 31
  • Trial Balance — As of December 31
3

Export as PDF or Excel

Click Export and choose format:
  • PDF — Easy to share
  • Excel — If they need to manipulate data

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Export transactions

For detailed review:
  1. Go to Reports → Transaction Report
  2. Set date range for tax year
  3. Export as CSV or Excel
This gives your accountant every transaction with categories.

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Export payroll data

  1. Go to Payroll → Reports
  2. Run Payroll Summary for the tax year
  3. Export as PDF or Excel
Includes:
  • Total wages by employee
  • Tax withholdings
  • Employer taxes
  • Benefits and deductions

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Give your accountant access

Instead of exporting, invite them to Pluvel:
  1. Go to Settings → Team
  2. Click Invite Member
  3. Enter their email
  4. Set role to Viewer (read-only) or Admin
They can then run reports themselves and get real-time data.

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Prepare supporting documents

Beyond reports, gather:

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Receipts and documentation

  • Go to Banking → Transactions
  • Filter for transactions without receipts
  • Attach missing documentation
  • Export with attachments if needed

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1099s issued

  • Go to Payroll → Contractors → 1099s
  • Download the 1099 summary

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Fixed assets

  • List equipment, vehicles, and property
  • Include purchase dates and amounts
  • Your accountant calculates depreciation

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Vehicle mileage

  • If you deduct vehicle expenses
  • Provide mileage log or tracking data

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Common questions from accountants

Go to Banking and check for uncategorized transactions. Categorize everything before exporting.
Ideally, don’t make changes to prior-year transactions after giving data to your accountant. If you must, let them know.
Your bank balance should match your Pluvel balance. Reconcile all accounts before year-end.
Make sure these are categorized correctly (not as income/expense). They affect the Balance Sheet, not P&L.

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Timing

When to share:
  • As early as possible in January
  • After you’ve received all year-end documents (bank statements, 1099s you receive, etc.)
Deadlines:
Entity typeTax return due
S-Corp (1120S)March 15
Partnership (1065)March 15
C-Corp (1120)April 15
Individual (1040)April 15
Extensions are available but require filing beforehand.

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Organizing files

When sending to your accountant, organize clearly: 
2025_Tax_Year/
├── Financial_Reports/
│   ├── Profit_Loss_2025.pdf
│   ├── Balance_Sheet_2025.pdf
│   └── Trial_Balance_2025.pdf
├── Payroll/
│   ├── Payroll_Summary_2025.pdf
│   ├── W2_Copies.pdf
│   └── 1099_Summary.pdf
├── Bank_Statements/
│   └── [Monthly statements]
└── Receipts/
    └── [Key receipt documentation]

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What’s next

Financial reports

Understand your financial statements.

Year-end payroll

Complete year-end payroll requirements.