Record keeping
What to keep, for how long, and how to tell when a receipt is not what it claims to be.
6 guides
2 min read
How long to keep receipts for taxes in Canada and the US
The CRA's six-year rule, the IRS's three-year default and the exceptions to both, what a receipt has to show, and whether a digital copy counts.
3 min read
How to spot a fake receipt, including AI-generated ones
The checks that catch edited, made-up and AI-generated receipts: the arithmetic, the tax for the province or state, the GST/HST and QST number, the store, and the card that paid.
8 min read
How to streamline expense management: process, best practices and automation
The six steps every business expense goes through, where the time is lost, nine practices that streamline expense management and the steps worth automating.
4 min read
How to organize receipts, paper and email, for a small business
One place for every receipt, a naming system, Gmail and Outlook filters for email receipts, and why the CRA wants the email kept rather than a printout.
5 min read
BPA and BPS in receipt paper: what Health Canada, the FDA and ECHA say
Do receipts have BPA, and is touching them bad for you? What Health Canada, the FDA and the EU's chemicals agency say about BPA and BPS in thermal receipt paper.
5 min read
What deductions can I claim without receipts?
The IRS and CRA rules that let you claim a deduction without a receipt for each expense, the records you still need, and what to do when a receipt is lost.