Offlico checklist

Receipt tracker for self employed UK

Use this weekly sheet to capture receipts with enough context to explain the cost later.

Capture on the day

• Date, supplier, and amount
• Photo or file of the receipt
• Expense category
• Business purpose
• Client, booking, route, or job context
• Payment method

Weekly review

• Find missing receipt photos
• Clarify vague business purposes
• Separate mixed personal and business costs
• Match costs to invoices, payments, and mileage
• Spot jobs where costs are reducing margin

Notes

This is workflow guidance, not tax advice. Check current GOV.UK guidance or speak to an accountant for your own circumstances.