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I personally keep an excel spreadsheet of my days jobs and associated expenses as I find it makes my end of month office time shorter and easierDo you all keep a running record each day of every house and amount charged? For each job or just a running total of daily takings for tax purposes?
I used to do it like that. If you declare income on a cash basis through hmrc you only need totals and not a broken down record of each individual payment unless your limited or vat registered. I now use cleaner planner and quick books so it’s all pretty much automated and done for me as I go.I use excel too, I just copy the prices part of my sheets from word and paste it into an Excel collum, I do it weekly though and not daily.
don't see the point in doing something 5 times week when it can be done once at the end of the week.
I used to do it like that. If you declare income on a cash basis through hmrc you only need totals and not a broken down record of each individual payment unless your limited or vat registered. I now use cleaner planner and quick books so it’s all pretty much automated and done for me as I go.
Haha. I remember when I was younger watching my dad pull out a big bag full of receipts when his accountant came round to do his accounts. Come to think of it, it was a right mess. So much simpler these days with everythin being digital. Anything I buy or spend as a business expense I always get through my bank as it’s easily traced and tracked by my quick books app so no messing about saving receipts etc. On the odd occasion I do have to use cash their is a feature in QB where you take a picture of the receipt and it automatically pulls all the info off it and converts it to your digital records and keeps the picture for a reference. The days are gone now where you need a filing cabinet to keep all your records in.I know, I just paste it all in so I can auto sum it to get the weekly total for each week, I have a sheet with week 1 to 54 on it and just put the total against whatever week it is.
That side of it I'm fine with, it's expenses that I get lazy with, I don't keep receipts so try get everything online so there's a record of it without the receipt. Usually I'm having to go back 12 months of statements when it's tax return time because I've not took 10 mins once a week to do it. Every year after having to go back through it all I think to myself never again, am keeping on top of it next year. And it's never worked that way yet.
I know, I just paste it all in so I can auto sum it to get the weekly total for each week, I have a sheet with week 1 to 54 on it and just put the total against whatever week it is.
That side of it I'm fine with, it's expenses that I get lazy with, I don't keep receipts so try get everything online so there's a record of it without the receipt. Usually I'm having to go back 12 months of statements when it's tax return time because I've not took 10 mins once a week to do it. Every year after having to go back through it all I think to myself never again, am keeping on top of it next year. And it's never worked that way yet.
Just be careful leaving paper worksheets in a van that doesn’t comply with GDPR regulationsi use George window cleaner planner,carry A4 printed off sheet of the work ahead in van .1 paper sheet has ALL the info on it prices ,addresses for current week easy to grab.Actually i carry 4 sheets ,the month ahead so i can refer to it in a second and scribble info on it to add into puter once home
Just be careful leaving paper worksheets in a van that doesn’t comply with GDPR regulations
I believe all records be that paper or electronic must be securely stored at all times.Just interested, do you mean it doesn't comply because it's potentially seen by anyone walking past the van, or is there another issue?
Any personal data like customers names addresses etc should be protected by passwords so on a phone or a tablet it’s fine but sheets of paper aren’t secure anyone can see that or steal it and have the information, it’s highly unlikely anything untoward would happen but I was just saying be careful as you will always get some smart ass see the sheets and try and make problems.Just interested, do you mean it doesn't comply because it's potentially seen by anyone walking past the van, or is there another issue?