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2. Collect source data and evidence

7 tasks

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Download bank statements for all active accounts

Download credit card and payment platform statements

Export sales invoices, revenue reports, and deferred income data

Export supplier bills, expense claims, and purchase reports

Collect payroll reports, pension reports, and payroll journals

Collect tax, VAT, sales tax, or GST reports relevant to the period

Save fixed asset, inventory, or stock movement reports if applicable

7 tasks