Tax Receipts Checklist (Self‑Employed & Freelancers) Guide

Tax receipts checklist

Stay organized for tax season.

Good receipt hygiene saves hours during tax season. Use this checklist to keep your receipts complete, searchable, and exportable.

Checklist

• Capture merchant, date, total, and tax/VAT
• Add a category and a short note (client/project)
• Keep digital copies of important receipts
• Export monthly or quarterly for backups
• Separate personal vs. business spending

FAQ

What receipts should I keep? Keep receipts for business-related purchases and anything you plan to deduct.

How long should I keep receipts? Rules vary by country — many people keep records for several years. Ask your accountant for local guidance.

Can I export everything for my accountant? Yes — exports make it easier to share organized data and reduce back-and-forth.