Offlico printable checklist

Self employed expenses app checklist

Use this one page checklist before choosing or cleaning up an expenses app for mobile work.

Capture

Date, supplier, amount, VAT where relevant
Receipt photo or file
Business purpose in plain words
Payment method

Connect

Client, booking, job, or route context
Mileage, parking, fuel, or travel method
Supplies, tools, software, phone, insurance, marketing, or training category
Mixed personal and business use note

Review weekly

Clear uncategorised costs
Match costs to completed jobs
Check mileage while routes are fresh
Export or share records before month end

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