Business expense records: what to save and how to organize them

Connect every expense to a date, vendor, amount, business purpose, payment source, and supporting record.

What to do this week

1. 1

   Capture receipts while the purpose is still clear.

2. 2

   Record who, what, when, where, and why.

3. 3

   Reconcile support to the account statement.

How to use this field note

Use the checklist to organize records and identify the question that needs attention. Confirm deadlines and federal requirements against the linked official source. State, local, entity-specific, and fact-specific rules may differ.