Financial translation

Entities and periods
Provide entity names, group or individual labels, current and comparative periods, and identify restatements or replacement versions within the batch.

Complete tables and attachments
Share editable reports, tables, notes and chart text with unit labels and footnotes. Scans need clear, complete pages.

Accounting and business usage
Supply client-specified accounting usage, line-item lists, product names and approved translations, noting whether each reference still applies to the current period.

Readers and intended use
Explain whether materials support internal learning, customer reading or external disclosure, and share any recipient-provided language and format instructions.

Review and release points
Identify finance and business reviewers, feedback consolidation and revision windows, noting whether tables and narrative will be finalized separately.

Handling sensitive materials
Agree access, transfer, tools and retention for unpublished information. Materials for initial assessment can be redacted under the client’s arrangements.

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