How to Organise Receipts Before Tax Time

Receipts are easiest to deal with when you organise them as you go. Waiting until tax time turns small admin into a large clean-up job.

Receipt checklist

For each receipt, capture:

• supplier
• date
• amount
• VAT if shown
• category
• project or customer if relevant
• short note if the purpose is not obvious

Monthly receipt routine

1. Upload or photograph receipts
2. Match them to expense records
3. Check categories
4. Add missing notes
5. Export or share with your accountant if needed

Why this matters

Good receipt records support expense claims, accountant review and clearer cashflow reporting.

Use Expenses, receipt uploads and CSV/Excel imports in LedgerlyPro to keep records tidy.

Try LedgerlyPro or download the free finance starter toolkit.