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What should I send from Slick to my accountant?
What should I send from Slick to my accountant?

What reports from Slick will your accountant need and how do you get them - find out here!

Rob Smith avatar
Written by Rob Smith
Updated over a week ago

What do you need to send from Slick to your accountant?


Accountants will need a summary of sales for the month showing net, VAT and gross as well as differences between sales and payments which turned out to be deposits and voucher redemptions which were on a separate report.

Depending on what specifics they ask for, we suggest sending the cash up breakdown and the revenue reports. Find out here how to do that.

1 - Send cash up

Go to Menu - Cash up. Define the date range you need to see using the 'date range' tab at the top of the page.

Select the black 'Download full report' from the bottom of the 'Total takings' report on the left.

2 - Send the Revenue report

Go to Menu - Reports - Revenue.

Here you can use the date pickers from the top of the page to narrow down the dates you want to see using the Start date and End date drop downs.

You can analyse either with or without VAT from the 'VAT/deductible tax rate' box on the top right.

Then you can assess which reports from the Revenue tab you need and choose to 'Download to Excel' and then email these to your accountant.

If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!

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