Statements

How do I annotate a statement for my accountant?

Your accountant works faster when a statement arrives with a little context. You do not need to do their job — just flag anything that is not self-explanatory so they are not left guessing.

What is worth noting

Point out anything unusual: a one-off overpayment and whether it was meant to shorten the term, a payment made from a group or personal account, a period affected by an arrangement, or a charge you queried. See a lump-sum overpayment and paying from personal funds.

How to do it

A short covering note alongside the PDF, or comments in the shared accounting software, is usually enough. Keep the statement itself unaltered as the official record — annotate around it, not on it. See giving your statement to your accountant.

Provide the full picture

For year-end, give the complete set plus a year-end summary so nothing needs chasing. See a statement covering your financial year and what goes on a year-end summary.

Credicorp lends to companies rather than to you personally, so this is business finance outside the consumer-credit regime. That does not change the practical steps below.

See also: Giving your statement to your accountant or bookkeeper, Using your statement to forecast cash flow, What goes on a year-end summary.

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