small-business articles
7 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 Extract Data From PDF Invoices Into Excel
Four ways to extract data from PDF invoices into Excel: copy-paste, Excel's Power Query PDF connector, OCR for scans, and batch tools, compared.
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 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.
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.
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.