Save Time! Organize Your Business Receipts Digitally
Do you have a system for saving receipts? Digital or in a folder or “pile?” It’s that time of year when you are currently working on your taxes yourself or coordinating with an account. Let’s make 2025 the year that having your receipts organized is easy and efficient.
The most important thing to remember is to store your receipts all in one place. Having some of them physically and others digitally doesn’t work as well. The nice thing about storing your receipts digitally is that they are accessible from anywhere, from any device. This makes it easy when you are updating your monthly budget. You just need to go to where you saved your files and enter the #s.
You can save your receipts as PDFs on your cloud of choice (Dropbox, Google Drive, iCloud, etc.). Here are the steps to creating your structure:
Create a folder called “2025 Business Tax Docs” and then create another folder “2025 mm Expenses & Receipts.
You can then print receipts/invoices as PDFs and add them right to your Google Drive or Dropbox.
a. First, you need to track down all those receipts (we’re in March so it will be a lot easy to start now rather than waiting until later in the year).
b. Print the page as a PDF. A PDF will automatically be created and land inside your Google Drive (or cloud service you use). You may have to move it to the appropriate folder it goes to.
c. Be sure to name your files as follows: YYYY-MM-DD-Vendor-Item(s). You can add a Category too if you want to be more detailed.
If you commit to saving every invoice as a PDF when the transaction occurs (or downloading an invoice that already comes as a PDF), you won’t be scrambling at the end of the year (or possibly missing expenses that could have been deducted). If you make this part of your routine, it will become like clockwork!
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Meet The Time Creator - Pam Walrod
Hi, I’m Pam—founder of Time Creator Administrative Solutions. With 35+ years of experience in marketing, community relations, and executive-level admin support, I help busy business owners like you reclaim your time by handling the behind-the-scenes work. From inboxes to systems to website updates, I streamline what’s overwhelming so you can focus on what you love. Let’s get things done—one task at a time.