Tax receipts checklist
Good receipt hygiene saves hours during tax season. Use this checklist to keep your receipts complete, searchable, and exportable.
Checklist
- Capture merchant, date, total, and tax/VAT
- Add a category and a short note (client/project)
- Keep digital copies of important receipts
- Export monthly or quarterly for backups
- Separate personal vs. business spending
FAQ
What receipts should I keep?
Keep receipts for business-related purchases and anything you plan to deduct.
How long should I keep receipts?
Rules vary by country — many people keep records for several years. Ask your accountant for local guidance.
Can I export everything for my accountant?
Yes — exports make it easier to share organized data and reduce back-and-forth.
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