An Adnan Feroz Group company
Our companies

Advisory and capital

Real estate and development

Healthcare, trade and energy

Media, film and commerce

Services and education

Free tool

Free receipt andexpense log.

Scan each receipt with the phone you already have, paste the link, and every medical, childcare, donation and work receipt is totalled and findable when your return is prepared.

Open the templateSee it on the page

Price
Free
Format
On this page, always current
Built by
Salman Feroz, CPA, CMA and team
Code word
RECEIPTS
Receipt and expense log: a real screen from the workbook, with sample figures
A real screen from the template, shown with sample figures.

What is inside

5 parts, one workbook

Inputs are marked in colour. Everything else calculates. The first sheet is a one-page guide.

  1. 01Receipts: one line each, with a link to the scanIncluded
  2. 02Your own category listIncluded
  3. 03Summary by category and by monthIncluded
  4. 04A "keep for taxes" total and an "ask us" countIncluded
  5. 05Phone scanning steps on the first pageIncluded

Who it is for

Receipt and expense log: who gets the most from it

Scan the receipt with your phone, add one line, and the shoebox is gone.

Built by The Accounting Doc team in Pickering, Ontario, from the working files we use with clients.

  • Families gathering medical, childcare and donation receipts
  • Employees and professionals with work expenses
  • Side businesses and rental owners not yet on software

Get the receipt and expense log

Tell us who you are and the full template opens on this page, straight away and every time you come back. Free. We also send you the new tools as they come out.

  • Receipts: one line each, with a link to the scan
  • Your own category list
  • Summary by category and by month
  • A "keep for taxes" total and an "ask us" count

No spam. One email with what you asked for, then you decide.

The template, on the page

View it here, copy the structure into your own sheet. The template stays on this page so it is always the current version; inputs are the shaded cells, everything else calculates.

Leave your email to open the full template

Free. The view opens straight away and stays open on this device.

Open the template

The Accounting Doc
Snap the receipt with your phone, add one line here, and the shoebox is gone. At tax time everything is in one place, totalled by category, with a link to every receipt.
How to use it
Step 1Make one folder in Google Drive, iCloud or OneDrive called Receipts, with the year in the name.
Step 2When you get a receipt, scan it with your phone into that folder. Most phones scan a paper to PDF from the Drive, Files or Notes app.
Step 3Add one line in Receipts: date, who you paid, category, amounts, and paste the link to the scan.
Step 4Open Summary to see totals by category and by month. Send it to your accountant with the folder link.
Colour key
Yellow cellsYou type here. Sample entries are already in: type over them or delete them.
White and grey cellsThese calculate on their own. Leave them alone.
What is in this workbook
ReceiptsOne line per receipt, with a link to the scan. Up to 500.
CategoriesYour list. Change it to suit your household or business.
SummaryTotals by category and by month for the year you choose.
Good to know
The Canada Revenue Agency generally expects you to keep records and supporting documents for six years from the end of the tax year they relate to. A clear scan kept with this log makes that easy.
Which receipts matter for your tax return depends on your situation. Mark anything you are unsure about as Ask, and we will tell you.
Built by The Accounting Doc, Pickering, Ontario. accountingdoc.ca. A working tool, not tax, legal or financial advice. Want the numbers kept for you? Ask for a fixed price quote at accountingdoc.ca.

Receipt and expense log: your questions

Is the receipt and expense log really free?

Yes. Leave your email and the full template opens on the page straight away, and stays open on this device. No card, no trial.

What do I need to open it?

Nothing. It opens on this page as sheets you can read; the shaded cells are the inputs and the rest calculates. Copy the structure into your own spreadsheet, or ask us to keep it filled in for you.

Will you email me afterwards?

You get the template, then a short series of practical emails for Canadian business owners. Unsubscribe in one click.

Can you set it up for my business?

Yes. That is what the monthly plans are for: we keep the numbers current so the template is filled in for you. Ask for a fixed price quote.

Related

Rather have us keep the numbers?

Two questions, then where to reply. You hear from us within one working day with an indicative range and the plan that fits. The exact price is confirmed in writing before any work starts.

1 of 3

What do you need?

We never ask for confidential documents on this form. Secure upload happens after onboarding.