What to send your gestoría every month
The monthly checklist so your gestoría has everything on time, with no back-and-forth.
By Equipa ContaFlowMay 26, 20265 min read
Sending your gestoría the same things, in the same format, every month is what separates a calm quarter-end from a scramble with penalties.
Monthly checklist
- Issued invoices: everything you billed during the month.
- Received invoices and receipts: expenses with your tax ID.
- Bank statements for the business account.
- Proof of any taxes or contributions already paid.
How to send it
- Gather everything as PDF in a single folder per month.
- Use clear names:
YYYY-MM-type-supplier. - Always send it on the same date (for example, the 5th of the following month).
Agree the preferred format with your gestoría. A tidy folder beats dozens of loose emails.
With this habit, the quarter stops being a surprise and becomes a simple sum of what's already ready.
This content is educational and does not replace a gestoría, tax advisor or lawyer.