Mystery Shopping Thread 20 **PLEASE DO NOT MENTION CLIENT NAMES OR FEES ON HERE**

ChickenGirl

misssarahleigh wrote: »

well i keep all my parking and receipts and it's less than a shoe box, so don't no what your doing wrong lol

So I don't need to keep any part of the report or paperwork for the tax people. I thought I might have to keep the coversheet or some evidence of how much I was being paid or how much was reimbursement, how much fee. If I can throw everything except receipts then that will be better. Are yours in order or have you just thrown them in? Thanks

clippy_girl

i staple receipts and parking to each job notes and file in a printer paper box (did nealy 300 jobs last tax yr and they fitted in one box). then you can stick up in the loft or under the bed

clippy_girl

i thought you had to keep job notes to show what you printed?

ChickenGirl

clippy_girl wrote: »

i staple receipts and parking to each job notes and file in a printer paper box (did nealy 300 jobs last tax yr and they fitted in one box). then you can stick up in the loft or under the bed

The loft sounds good. I've been keeping everything in folders, one a month so I could find anything if I need it. The cardboard folders not ringbinders. I need to weed out all of the brochures and leaflets I've been given and try a box. Thanks Clippy and Miss Sarah

misssarahleigh

clippy_girl wrote: »

i thought you had to keep job notes to show what you printed?

I've never heard this mentioned. But if you do, i'm stuffed.

ChickenGirl wrote: »

So I don't need to keep any part of the report or paperwork for the tax people. I thought I might have to keep the coversheet or some evidence of how much I was being paid or how much was reimbursement, how much fee. If I can throw everything except receipts then that will be better. Are yours in order or have you just thrown them in? Thanks

They will know what your paid from your bank accounts. And your accounts should show fee/reinbursment.

If they need actual paperwork on this, i've never known.

When I started I was told reciepts, parking tickets and anything you claim (e.g. phone bill)

mimi1234

Oh pants! I was keeping all my receipts for like 6 months and then getting rid of them. That's wrong I guess? Balls!

lalli_pickle

For most jobs you have to upload a photo of a receipt. I keep this on the computer and then chuck the original in a box. Job notes can be saved on the computer. In all reality, although HMRC say you should keep original recepts, so many offices are going paperless that a jpg or pdf is acceptable in thefirst instance.

If you use excel to keep track of jobs you can also create a link in each row to the saved receipt and job notes so that you can bring up your notes/receipt with one click.

marvellousaunt

lalli_pickle wrote: »

For most jobs you have to upload a photo of a receipt. I keep this on the computer and then chuck the original in a box. Job notes can be saved on the computer. In all reality, although HMRC say you should keep original recepts, so many offices are going paperless that a jpg or pdf is acceptable in thefirst instance.

If you use excel to keep track of jobs you can also create a link in each row to the saved receipt and job notes so that you can bring up your notes/receipt with one click.

That's a clever idea...

I may have to rethink my filing. Of course if your computer breaks you're screwed...

superliss

lalli_pickle wrote: »

If you use excel to keep track of jobs you can also create a link in each row to the saved receipt and job notes so that you can bring up your notes/receipt with one click.

I dream of being this efficient....:)

serendipity2706

lalli_pickle wrote: »

For most jobs you have to upload a photo of a receipt. I keep this on the computer and then chuck the original in a box. Job notes can be saved on the computer. In all reality, although HMRC say you should keep original recepts, so many offices are going paperless that a jpg or pdf is acceptable in thefirst instance.

If you use excel to keep track of jobs you can also create a link in each row to the saved receipt and job notes so that you can bring up your notes/receipt with one click.

Which assumes you know how to create links and what not
Signed Ludditesrus
X
I still cant figure out how to get a photo from the phone to the computer so have to carry an old camera around with me!