ReceiptBatch-Ratgeber
Praxis-Ratgeber: Belege und Rechnungen ordnen, Unterlagen für die Steuer aufbewahren und aus dem Schuhkarton voller Papier eine Tabelle machen.
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.
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.
Getting Reimbursed: What Receipts Your Employer Needs
What receipts employers usually need to reimburse expenses: itemized receipts, hotel folios, meal details, deadlines and the US accountable plan rules.
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 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 Import Receipts Into QuickBooks Online
Ways to get receipts into QuickBooks Online: built-in receipt capture, a CSV upload of many receipts at once, and how to avoid bank-feed duplicates.
How to Make an Expense Report (Step by Step)
How to make an expense report: gather receipts, list each expense with date, vendor, category and amount, total it, attach proof and submit.
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.
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.
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 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.