Invoices scattered across emails and folders can make review difficult. A clear filing routine helps you keep sales, purchases and supporting records together.
Create a monthly folder
Keep separate folders for sales, purchases, credit notes and supporting documents. Use consistent file names so that documents are easy to locate.
Check the details
Review invoice numbers, dates, supplier and customer details, and the amounts recorded in your books. Flag missing documents for follow-up.
Review before filing
Compare your records with the relevant statements and seek advice on discrepancies. Record keeping supports compliance, but eligibility and filing decisions need the current applicable provisions.
This sample guide is for learning and general reference. Check current applicable provisions and consult a qualified adviser before making tax or compliance decisions.
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