Receipt Retrieval

[Saluda Slug 0]

For those of you that use EN for receipts, what do you do at year end to provide copies to your accountant?  My phone photo doc notes store and print out huge and it seems that if you had to produce the receipts, it would be a voluminous amount of paper.  Just getting started with this and do not want to head in the wrong direction and have to start over.  Thanks.

[CalS 5,310]

If you accountant doesn't mind paperless, you can extract the documents to a directory (highlight the notes and then right click save attachments), zip them, and then email.  You should try to have the output from your phone be as small a file as possible, PDF or whatever.  This will shrink the file size for the email.  FWIW.

[gazumped 12,072]

What Cal said.

[JMichaelTX 4,118]

For those of you that use EN for receipts, what do you do at year end to provide copies to your accountant?  My phone photo doc notes store and print out huge and it seems that if you had to produce the receipts, it would be a voluminous amount of paper.  Just getting started with this and do not want to head in the wrong direction and have to start over.  Thanks.

 

Questions you may want to ask yourself:

1. If you have lots of receipts, how will the accountant (or you) find the receipt you need?
2. How will the electronic receipts be organized?

EN of course will allow you to do much to help with this, like Note title, tags, notebooks, even descriptive text in the body of the note that has the receipt attached.  But when you export the attachments this info will not be included.

 

Some things you can do:

1. Create your receipts as PDFs
2. Give the PDF a descriptive title that includes date of purchase
3. Annotate the PDF to highlight the specific line for the item of interest, and add comments for tax time (if needed)
4. In Evernote, tag the Notes with receipts to indicate the general tax area (might ask you accountant for suggestions), and tax year
   1. So, you might have tags like:  Tax.Receipt, Tax.HomeOffice, 2015, etc
   2. Then, when you want to export your receipts, do them in groups to different folders according to the tags

Finally you could put all of your receipts in the same Notebook ("Taxes"), and share (read-only) that NB with your accountant.