How to work with your accountant each quarter
On the Assisted and Done for You plans, a Provestor accountant works on each quarter with you. Everything for a quarter is in one place: where it's up to, what your accountant has found, and any messages or documents you've shared.
For what each plan includes, see Understanding your plan.
Open a quarter
In your business workspace, choose Quarterly updates in the sidebar, then the quarter, for example Q1 2026-27.
The quarter opens on its Details tab. This shows a tracker with each step and where your quarter is up to. Depending on your plan, you'll also see a Report or Messages tab.
The sidebar also shows a short status for the quarter you're working on, such as "We're reviewing your Q1 2026-27 records". Choose it to go straight to the quarter.
On Assisted: your review report
On Assisted, you keep your own records and your accountant reviews them before you send your quarterly update. The tracker on the Details tab shows three steps:
- Awaiting review: your accountant hasn't started yet
- Review in progress: your accountant is checking your records
- Review complete: your report is ready
When the review is complete, a Report tab appears. Choose it, or choose View report on the tracker.
The report shows who reviewed your records, when, and their findings for the quarter. Choose Download PDF to keep a copy.
Make any changes your accountant recommends in your record keeping, then send your quarterly update as usual. See How to send your quarterly update.
On Done for You: messages and documents
On Done for You, you upload your documents and your accountant does the record keeping and sends the update. The tracker on the Details tab shows four steps:
- Awaiting record keeping: your accountant is waiting for your documents
- Record keeping in progress: your accountant is working on your records
- Submitted to HMRC: your update has been sent
- Filed: HMRC has confirmed it
While your accountant is waiting for documents, the quarter shows Upload documents. Choose it to add your bank statements, agent statements and receipts.
When your accountant has a question
If your accountant needs something from you, you'll see "Action needed" in the sidebar, and the tracker says "We've received your documents, but we have a question". If the quarter's deadline has passed, the message in the sidebar turns red.
Choose the message, or Open messages on the tracker, to go to the Messages tab.
Send a message
On the Messages tab, write your reply in the box at the bottom and choose Send. Choose Attach files to include documents with your message. A number on the Messages tab shows when you have messages you haven't read.
You can keep messaging your accountant about a quarter after it's been filed.
Tip
Answer questions in the quarter they're about. That way your accountant has the whole conversation, and all the documents, in one place.
Files this quarter
The Files this quarter panel lists every document shared for the quarter, including attachments on messages. Choose a file to download it, or choose Upload documents to add more.