Organizing Receipts

organizing your receipts

 

Receipts here, there and everywhere? Is it time to get a better handle on your receipts? As temping as it seems to toss or shred as many as you can, it is easy to find a simple solution for storing receipts.  Organizing receipts saves money, helps you return items easily, and simplifies tax time.

Here are 6 simple ways to keep receipts under control!

  • Use a Ziploc or small zipper case in your car for receipts.  Gather them together from your purse, car and bags.   Drop them in the case each time you get gas.
  • Place an envelope on your kitchen desk.  Keep receipts by month and write the name of the month and year on the front of the envelope.
  • Have a slot in your command center in your kitchen for receipts.  Drop these in daily while you are doing your paper triage.
  • Have receipts in the closet? Keep a box in your dressing area for dropping in receipts.
  • Use a 13 slot accordion file for keeping receipts by month.  Keep your accordion file in an easy to access desk drawer.
  • Set up a monthly hanging file for receipts and bank deposit slips in the front of a file drawer.
  • Keep your receipts in a To Be Scanned folder or box.  Neat Desk is a great option and easy to use.  Have your Neat Connect (sponsored link) set up wirelessly all the time on  your desk, ready to use.

Now that you have gathered these, how long do you keep receipts?

  • Want to match up your credit card purchases with the monthly statement?  Match and then destroy unneeded receipts.
  • For major purchases, staple the receipt to the instruction book.
  • For taxes, in the state of Texas, these can be used as a tax deduction because of sales tax. Save your receipts by month.  Neat Connect (sponsored link) is especially helpful with templates for taxes.

Got receipts? Organizing receipts? How are you organizing receipts?

 

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