Annual accountant export — one ZIP, every paid invoice
Once a year, your accountant asks for every paid invoice. Click the export button on your Account page, pick a date range (defaults to current UK tax year), and TailoredQuote builds a ZIP containing every paid invoice as a PDF plus a single summary listing. Hand it over. Done.
How UK builders typically handle this
Most tradespeople running on Excel-and-Word quoting either:
- Spend a Saturday digging through email attachments and re-saving every invoice into a folder
- Send the accountant raw bank statements and a vague spreadsheet
- Just don't bother — and hope the accountant works it out
None of those scale, and all three risk missing invoices, double-counting, or having to chase customers for copies. TailoredQuote's accountant export is one button.
What's in the ZIP
- One PDF per paid invoice — each with your real letterhead, the original customer details, line items, and total
- invoices.txt — a fixed-width plain-text summary table:
- Header: business name, generated timestamp, date range, count
- One line per invoice: Reference | Generated date | Paid date | Customer | Total
- Footer: TOTAL: £X,XXX.XX
The summary file is what your accountant typically opens first — it's a single page they can verify quickly before drilling into individual PDFs.
Date range options
- Current UK tax year — 6 April this year to 5 April next year (default)
- Previous UK tax year — 6 April last year to 5 April this year
- This calendar year — 1 January to today
- All time — every paid invoice ever
- Custom range — two date pickers, pre-filled with the current tax year
The UK tax year picker handles the 6 April boundary correctly. If today is 4 April, "current" still means 6 April last year to 5 April this year — until the new tax year starts on 6 April.
How it works under the hood
The export runs entirely in your browser:
- We fetch all paid invoices from your database (filtered by date range)
- For each invoice, the standard quote PDF builder regenerates the PDF using your current letterhead
- An
await new Promise(r => setTimeout(r, 0))between each build keeps the progress bar updating mid-loop - JSZip packages everything client-side
- The ZIP downloads to your device via a temporary blob URL
Server-side, we do nothing — no new endpoint, no background job, no cron. The export is purely a frontend feature consuming the same APIs you use for everything else. This means your data never leaves your browser session in a privileged state, and exports happen at full speed regardless of server load.
What gets included as 'paid'
Only invoices marked paid are included. The Saved Quotes table has a "Mark paid" button on every quote — click it, optionally enter the actual payment date (back-dating is supported for accountants), and the invoice is now eligible for the export. Unpaid invoices are excluded.
This means: if your bookkeeping is up to date in TailoredQuote, your accountant export is automatically up to date.
Pricing
Accountant export is included on every TailoredQuote plan at no extra cost. The 14-day free trial includes the full export.
Frequently asked questions
Every paid invoice as a separate PDF, plus a single invoices.txt summary listing.
Sole traders and small companies report on the tax year for self assessment. We default to it so the export is ready for the accountant immediately after year-end.
Yes — Current tax year, Previous tax year, This calendar year, All time, or two-date custom range.
Browser. The export uses the same PDF builder as your standard quote downloads, runs in JavaScript, and zips client-side via JSZip.
A typical year (50 invoices) is ~15–25 MB. Browsers handle this easily.
Both.
Related
Last reviewed: April 2026
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