Guide

Come preparare dati di estratti conto per il commercialista

Prepara dati da estratti conto PDF per il commercialista con export XLS puliti, righe controllate, periodi chiari e PDF originali conservati.

Short answer

Send your accountant checked XLS rows plus the original PDF statements, with accounts and date ranges kept clear.

Use this workflow

  1. Upload the original PDF statement.
  2. Check that only transaction rows were extracted.
  3. Review dates, descriptions, amounts and balances against the PDF.
  4. Download the XLS file and keep the original PDF as the source record.