record-keeping articles
12 guides on ReceiptBatch.
Can You Throw Away Receipts After Scanning Them?
Can you shred paper receipts once they're scanned? What the IRS, HMRC and CRA say about digital copies, the exceptions, and how to scan so it holds up.
GST/HST Receipts in Canada: What to Keep for ITCs
What a receipt must show to claim GST/HST input tax credits in Canada, by purchase size (under $100, $100 to $499.99, $500+), and how to keep it.
How Long to Keep Receipts for Taxes (US, UK, Canada)
How long to keep receipts and tax records in the US, UK and Canada, with the official rules, the common exceptions and a simple way to store 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 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.
How to Track Business Expenses for Taxes: A Simple System
A simple way to track business expenses for taxes: separate accounts, one capture habit, consistent categories and a monthly check against your bank.
Invoice vs Receipt: What's the Difference?
Invoice vs receipt: an invoice asks for payment, a receipt confirms it. What each must show, when you need both, and how to keep them for your records.
Is a Bank Statement Enough Instead of a Receipt?
Can a bank or credit card statement replace a receipt for taxes? What a statement proves, what it misses, and how to fill the gap when the receipt is gone.
Lost a Receipt? What to Do for Taxes and Expense Claims
Lost a receipt? How to get a copy, what to record instead, what the IRS and HMRC say about missing records, and how to claim expenses from your employer.
Rental Property Receipts: A Landlord's Record-Keeping Guide
How landlords can track rental property expenses: which receipts to keep, sorting them by property and Schedule E line, and repairs vs improvements.
What Makes a Valid VAT Receipt in the UK?
What a valid UK VAT receipt or invoice must show, the simplified invoice for £250 or less, and what to keep if you reclaim VAT on business expenses.
What Receipts to Keep for Taxes When You're Self-Employed
Which receipts and records to keep for taxes when you're self-employed or freelance, what each one must show, and whether a scanned copy is enough.