Prepare information for your accountant

Before you start

• Agree the period and information with your accountant. Reports use the operations recorded in the selected company.
• Check that the period’s sales, purchases, customer payments and supplier payments are recorded. Available fiscal information depends on your company setup.

Step by step

1. Choose the period

   Open “Reportes”, enter “Desde” and “Hasta”, then select “Aplicar”. Check “Período aplicado” before downloading: changing dates without applying them does not change the export period.

2. Review the information

   Open the relevant group: “Ventas”, “Cobranzas”, “Compras y pagos”, or “Impuestos” where available. Check the period’s amounts and documents against your business records.

3. Get the supported output

   Open “Exportar período aplicado”. “Contador CSV” downloads the available summary for accounting review; “Paquete contador” downloads a ZIP containing Riel’s included CSV reports. You can also choose a specific report such as “Ventas CSV” or “Cobranzas CSV”.

4. Deliver it with context

   Open the downloaded files and check their contents. Send them through your email or another agreed channel, stating the company, period and any operations still to be recorded. Finish delivery to your accountant in that channel.

What to check when you finish

• The applied dates match the period your accountant requested.
• The downloaded file matches the selected company and output; the ZIP package contains the reports you intend to deliver.
• Downloading does not automatically send information to your accountant or confirm a tax filing.