organizing articles
6 guides on ReceiptBatch.
Business Expense Categories: A Practical List
A practical list of business expense categories for freelancers and small businesses, how they map to US, UK and Canadian tax forms, and how to use them.
How to Organize Receipts for Taxes (Paper and Digital)
A simple system to organize receipts for taxes: capture them weekly, file them by year and category, and keep a spreadsheet so tax time takes an hour.
How to Organize Receipts in Excel or Google Sheets
Build a receipt tracking spreadsheet in Excel or Google Sheets: the columns to use, category totals with SUMIFS, a pivot table and a faster way to fill it.
How to Prepare Your Receipts for Your Accountant
How to prepare receipts for your accountant: what to send, how to organize and label it, a spreadsheet summary they can use, and mistakes that cost fees.
How to Scan Receipts With Your Phone (iPhone and Android)
How to scan receipts with your phone: the built-in iPhone Notes and Files scanner, Google Drive on Android, tips for sharp scans, and how to file them.
Schedule C Expenses: Organizing Receipts by Line
The Schedule C expense lines (8 to 27b), which receipts typically go on each, and how to total a year of receipts by line before you or your preparer file.