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1
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0answers
19 views

Recommended software to scan and OCR documents and receipts on PC [migrated]

I'm trying to keep my receipts and other important documents in digital form (as searchable PDFs). For many years I've been using an old copy of Acrobat CS2 which came with my iMac many moons ago and ...
1
vote
1answer
31 views

Which date to record for a transaction?

I need to record a transaction in a journal. If I take the date of the paper receipt, this might be different to the date on my bank statement. Which one should I use? Should I use one, and then ...
1
vote
1answer
63 views

How to organize bills and receipts?

I have a problem of disorganizing the bills and warranty cards, receipts of bills payed. In fact, I consider them as trivial at one moment, when I need it for a warranty upon the damage of my product, ...
6
votes
5answers
1k views

Should I collect receipts after paying with a card?

I heard from some folks that it's wise to collect a receipt after you pay with a card. The reason they propose is that the merchant can theoretically charge your card again after you leave, and a ...
0
votes
1answer
286 views

Are Credit Card statements sufficient for receipts to itemized deductions?

I was wondering what the general consensus is on using a credit card statement as a receipt. Only for purchases that are clearly for a specific vendor and/or related-expense. Not just a general ...
15
votes
3answers
4k views

Why don't some places require a credit card receipt signature, and some do?

I'm thinking of certain places (Subway, McDonalds, etc.) that do not require a signature on a receipt after swiping your card. Why do these places not require a signature on the receipt, while others ...
1
vote
3answers
4k views

Sales Tax: Rounded Then Totaled or Totaled Then Rounded?

E.g. There is a sale with 3 items, each costing $1.00. Sales tax is 12.4%. In calculating the tax for each item, do I round the tax amount first and then total everything up? Like this: ITEM 1: $1.00 ...
0
votes
1answer
342 views

Cashable, Depositable Or Redeemable On Invoice?

I will be issuing invoices to my customer very soon. I don't know whether I will be cashing or depositing the cheque sent in for payment. What is the best way to communiate this to my customers? ...
9
votes
4answers
275 views

If I'm going to start doing my own taxes soon, do I need to start keeping receipts for everything?

I'm a college student, and in the past my parents have generally handled my finances for me so I haven't had to think about them. But I'll likely have to start doing my own taxes soon. Does that mean ...
5
votes
1answer
404 views

Account number supressed on a deposit receipt

My bank issues deposit receipts with most of the account number blocked out, claiming security concerns. ( Account Number * * * * * * * 1234 ). How useful to me is such a receipt, if not useful is the ...
4
votes
2answers
1k views

I am looking for software to scan and read receipts

What are people using to scan and archive receipts? The only software I've found that does this is NeatReceipts. Does anyone recommend it? ...
12
votes
5answers
9k views

How long should I keep my bills?

Until now I've kept all my bills, but it's too much paper. Gas, Water, Electricity, telephone, etc. Why is it a good idea to keep them? For how long should I keep them?
8
votes
6answers
2k views

Do you keep ATM receipts? Why might keeping bank ATM receipts be a good habit?

Do you keep ATM receipts? I've occasionally heard some bank-insider's tips that say it's a good habit to keep the ATM receipts and check them against the online bank log. Having a programmer ...
5
votes
3answers
3k views

What types of receipts do I need to keep for itemized tax deductions?

Do I need to keep all of my receipts or only receipts of a certain type or amount for itemized deductions? I've also only taken the standard deduction, but this year I plan to itemize. I keep almost ...
11
votes
1answer
406 views

If I were to get audited, what would I need?

I've been an independent contractor for about 2 months now. I'm saving receipts for all my business-related expenses, and I use Mint.com to track all my personal finances -- Everything business ...