The quick read
Key points
- Keep the engagement and invoice.
- Identify each purpose and property.
- Review any mixed-use allocation.
Keep the detailed invoice
Retain the engagement description, invoice, service period and payment evidence. Identify which property, entity or project the work concerned. A bank line naming an accountant or attorney does not describe the purpose of each service.
Ask for a useful breakdown
If one invoice covers several activities, request a factual allocation or clarification from the provider. Keep personal work and unrelated projects identifiable. Do not invent a split solely because a category is convenient.
Record the payment without duplicating the bill
Check whether the invoice was already entered before booking an imported payment. Use the appropriate bill or expense workflow and attach the source. Keep reimbursements and refunds connected to the original record.
Review classification and tax treatment
Ask your accountant how each component belongs in the books and any tax preparation. The vendor’s profession does not make every fee deductible in the same way. This guide helps organize evidence and is not tax advice.
Before you finish
- Keep the engagement and invoice.
- Identify each purpose and property.
- Review any mixed-use allocation.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.