Monthly accountant packet for Greek freelancers

This article is general information and not tax or accounting advice.

The goal of a monthly packet

A good accountant packet reduces back-and-forth. Instead of sending random PDFs and screenshots, gather the records that explain what happened: issued invoices, corrections, payment status, unusual VAT treatment, customer changes, and open questions. The cleaner the packet, the less time everyone spends reconstructing the month.

Invoices and corrections

Include issued invoices, cancelled documents, credit notes, and any replacement invoices. Keep the invoice number, date, customer, amount, currency, tax label, and status clear. If something was corrected, include the reason and the linked document so the story is easy to follow.

Payments and unpaid balances

Your accountant may not need every collection detail in the same way, but payment status matters operationally. Send a list of paid, unpaid, partially paid, overdue, and written-off balances where relevant. Include payment dates and method context when it helps reconcile records.

Customer and VAT notes

Flag new customers, changed VAT numbers, international clients, reverse-charge cases, exemptions, or any transaction you are unsure about. Do not bury these details in email threads. Put them in a short list so your accountant can review them deliberately.

Make it repeatable

The best monthly packet is boring because it follows the same structure every month. easyTimi helps by keeping invoice records, payment status, myDATA submission context, and customer details close together.