The quick read
Key points
- Keep the scope of work and invoice.
- Link deposits and final payments.
- Save the reviewed classification.
Describe the work, not just the vendor
Keep the invoice, work order and property reference. Add a plain description of what was repaired, replaced or added. An invoice labelled maintenance can include several kinds of work, and the vendor name alone gives little help with classification.
Separate distinct components
Break out identifiable work and materials where the evidence supports it. Keep deposits and final payments connected to the same project so you do not count the invoice twice. Record the completion and availability dates alongside payment dates.
Give the reviewer the context
Provide prior condition, scope, related projects and any warranty or insurance details. Ask your accountant whether the cost belongs in an expense or asset record and which subsequent treatment applies. Do not use a payment threshold or category suggestion as the sole decision.
Retain the reviewed decision
Keep the allocation, reviewer’s explanation and source invoice with the resulting record. If an asset is created, maintain its cost and dates for later review. This guide organizes evidence and is not tax advice.
Before you finish
- Keep the scope of work and invoice.
- Link deposits and final payments.
- Save the reviewed classification.
Official guidance for your review
Confirm the current edition and your circumstances with a qualified professional.
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.