Practical contractor guide

How to organize receipts by job

Make expenses easier to trace back to the work.

Capture the source

Keep a readable copy of the complete receipt.Record the date, supplier and job reference where known.Preserve original records in your agreed storage location.

Use a consistent routine

Choose one receipt inbox or folder for new items.Use simple filenames such as date, supplier and job reference.Flag unclear or mixed-purpose purchases for review instead of guessing.

Hand over clearly

Provide receipts alongside the relevant account statements.Tell the bookkeeper which job each expense relates to when known.Keep personal and business items clearly identified for review by the appropriate adviser.

General workflow guidance. Apply your own business requirements and agreed service scope.

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