Accountant handoff

Prepare receipts your accountant can review quickly

The goal is not a perfect-looking archive. It is a traceable spreadsheet, the original evidence, and enough context to avoid repeated questions.

Minimum handoff checklist

✓One CSV with a header row
✓Dates in YYYY-MM-DD format
✓Consistent vendor names
✓Totals and tax checked against receipts
✓Categories or business-purpose notes
✓Original receipt files kept separately
✓Filenames that connect rows to evidence
✓Known missing receipts clearly marked

A folder structure that stays traceable

2026-receipts/
├── receipts-2026.csv
├── 01-january/
│   ├── 2026-01-08-office-supplies.jpg
│   └── 2026-01-19-client-lunch.pdf
└── 02-february/
    └── 2026-02-03-parking.jpg

ReceiptJar includes the original filename in each exported row. Preserve that filename when organizing source files so a reviewer can move from the spreadsheet back to the evidence.

Questions to answer before sending

  • What time period does this file cover?
  • Are amounts recorded gross or net of tax?
  • Which purchases need a business-purpose note?
  • Are any receipts missing or unreadable?
  • Is there personal spending mixed into the folder?

Ask your accountant first

Required fields, tax treatment, retention periods, and acceptable proof vary by business and jurisdiction. This checklist improves organization but is not accounting or tax advice.

Use ReceiptJar for the extraction step

  1. 1. Preview

    Upload a small representative set and check whether the extracted fields are useful.

  2. 2. Correct

    Review blanks and uncertain values against the source receipts.

  3. 3. Handoff

    Download CSV, reconcile it, then send it using your accountant’s preferred secure method.

Preview 3 receipts freeDownload the templateAccountant-side workflow