Short answer
Prepare Wise statements for an accountant with the period, currency, format and scope identified. Distinguish balance statements from transfer history and reconcile the package; downloading documents does not determine their accounting treatment.
Key verification: Check date coverage, balances and references before sharing through an authorised channel.
Sources and limitationsTo deliver Wise transactions to your accountant, prepare a package with explicit period, currencies and scope. A balance statement and a transfer history do not necessarily contain the same transactions. This guide organizes the download and verification of the file without making payments or deciding its accounting treatment.
Agree on what the accountant needs
Confirm entity or owner, dates, currencies used and format compatible with your system. Define whether you need a readable document, an import file or both. Avoid sending screenshots as a substitute for complete files with transaction references.
Also specifies whether there are activities financed from a source external to Wise balances. According to official statement help , these include currency account transactions; For all activities, including certain transactions with external means, the transfer history must be consulted.
Download with identified period and currency
Wise documents the Statements and reports section, currency selection, period and formats. The maximum per statement is 365 days; Longer periods require several documents. On the web it offers, among others, PDF, CSV and XLSX. Check the formats accepted by the accountant before choosing a file to import.
Select to show fees separately when needed for the review. Save the original files to an authorized destination and name them with title, currency, and period. Do not alter the original to add categories; use a working copy or a separate observation sheet.
Original package index
| Dummy document | Scope | Prior control |
|---|---|---|
| EUR_2026-07-01_2026-09-30.pdf | Balance in euros for the quarter | Correct currency, holder and dates |
| USD_2026-07-01_2026-09-30.csv | Balance transactions in dollars | Import preserves signs and decimals |
| Additional history | Transactions outside the scope of balances | Identifies what may be missing from the statements |
| List of supporting documents | Invoices and references | They are linked without inventing assignments |
| Observations | Conversions and pending items | Questions are indicated for review |
Check integrity before sharing
Verify that there are no gaps between periods or two imported files on the same interval. In each currency, compare the initial balance, entries, exits and final balance according to the signs of the document. If the format separates charges, check how they add up to the sum before reporting a difference.
A conversion can produce transactions in two currencies; reference both parties without counting the operation as two customer income. Mark the items that you cannot relate to a receipt. The statement does not automatically replace an invoice or determine on its own how to record it.
Delivery and confirmation
Share the packet over a channel with limited access and requests confirmation of receipt and readability. Keep an index of what was sent so you can respond to a later query without giving full access to the account. Wise can fit to centralize international transactions; This guide covers your closing documentation. The Wise link is a commercial invitation. Fictional examples and source revised on 4 October 2026.
Sources and limitations
Documentary review: . Content type: Documentation-based guide with original resource.
Sources describe terms and capabilities stated by their owners. Proposed protocols and fictional examples do not establish product tests performed by CallsIQ.
- official statement helpwise.com
Check current terms
Consider these options if they solve the problem described. Confirm features, limits and availability in your country.
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